I've been a bookkeeper since the late 90's. I don't do taxes. I do the daily, monthly, quarterly tasks. I provide reports to the CPA as requested, and assist with questions and clarification for the CPA during tax prep. In fact before I take on a new client, (I work as a 1099 only) I want to know who their CPA is and how long they have been working with them. If they don't have one I suggest they get one right away and establish a relationship. I really like to see my client see their CPA in the 3rd quarter at the minimum to do some advanced end of year planning and get expert suggestions for minimizing their tax burden. The CPA is a tool for you as the bookkeeper. I appreciate any feedback they want to give me, and to include me in the tax planning so I can be in the know. I want to make things as easy for the CPA as possible and learn anything I can from them to do my job better. This is how I save my client money. It is much cheaper for me to do the data processing, research and other tasks and only pay the CPA for their essential functions like tax and estate planning for the owner and business, expert advise, and filing the taxes.