Finishing Strong

Thank you to each and every one of you who has participated in our Fall Meetings so far! It's truly wonderful to see such a vibrant community of dedicated entrepreneurs, and we want to extend our congratulations for all your successes over the past year. We feel incredibly blessed to be part of your journey.

At Bell Solutions, we are committed to ensuring that your small business remains tax and audit ready. As part of this commitment, we aim to prepare a year-end packet that is complete with everything needed for taxes, accurate according to the latest tax code, and delivered timely in January.

So, lets take the stress out of tax season! Remember, December 10th marks the first of our year-end deadlines to make it happen! Together, we can navigate this season smoothly, ensuring a seamless and efficient process ahead!

Please submit all documentation through November by December 10th.

When all documentation through November is supplied by December 10th, we guarantee that current financials will be available prior to the end of the year, and you will be eligible to receive a year end packet in January!

Business Account Statements

All business accounts must be reconciled in order to close 2025 and prepare a year-end packet.

Business accounts include:

Checking Accounts
Saving Accounts
Credit Cards
Loans
SBA / EIDL Loans
Online Payment Platforms (Paypal, Venmo, Stripe, Square)
Employee Benefit Accounts (Retirement, Health Insurance)

Access your Karbon Dashboard here to view all of your open checklists.

Supporting Documentation

All supporting documentation must be submitted in order to prepare a complete year-end packet.

Supporting Documentation includes:

Expense Receipts
Income / Deposit Details
Mileage Logs
W9s

Lets maximize those deductions!

To keep your financial compliance on track, expenses without supporting documentation (receipts), or Bookkeeping Rules, are coded to a holding account, referred to as Uncategorized.

Here are some resources but please let us know if we can help!

The Road to Income Taxes | Supporting Documentation | Year End Services

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