Lynda ArtesaniLegal Accountant and Data Migration Specialist at The Proper Trust

The Fastest Way to Fix Your Chart of Accounts #lawfirms #legalaccounting #chartofaccounts

21 Jul 2026 · 0 min

Watch on YouTube

0:22

In this segment, the presenter advises accountants and law‑firm finance teams to use the client’s tax return as a practical guide for structuring their chart of accounts. By examining how the tax preparer groups transactions into buckets on the return, firms can align their internal account categories to match those groupings. This alignment simplifies the tax filing process, reduces reconciliation work, and ensures that the accounting records map directly to the figures the tax professional will use.

You really want to look at your tax return. I think that's a great place to look and say, okay, I've got a chart of accounts now existing and I've got a tax return. And how is the tax person moving stuff over? Because if you can align those 2, it's going to make your life a lot easier when you get your tax return. You're going to know exactly because they bucket things together. They put things in little bundles. You have to figure out how they put them together.