Core accounting records
Prepare a year-end trial balance, profit and loss statement, balance sheet, general ledger, bank reconciliations, and details of unusual or material transactions.
BUSINESS TAX RESOURCE
What Business Owners Should Organize Before Tax Preparation
Well-organized accounting records reduce open questions and create a better path to a supportable business return.
01Financial statements
02Ownership details
03Fixed assets
04Prior-year comparisons
Ownership and entity records
Confirm legal name, EIN, entity election, ownership percentages, contributions, distributions, officer compensation, partner information, and any ownership changes.
Assets, payroll, and compliance
Organize fixed-asset purchases and disposals, depreciation schedules, payroll reports, contractor information, loan activity, estimated payments, state registrations, and prior-year filings.
Review before handoff
Resolve unreconciled accounts, identify personal transactions, explain large changes, and upload complete records through the agreed secure collaboration system.
A CLEAR NEXT STEP
Have a question about your specific circumstances?
Start with a non-sensitive inquiry. After engagement acceptance, confidential documents are collected through the secure client portal.