Thank you for another great year and for trusting us with your small business compliance. It's because of you that we are on track for an efficient and stress-free tax season! The IRS is expected to begin accepting income tax returns starting in late January and we are committed to the accurate and timely delivery of your small business financial information.

Timely Handoff Commitment

Please let your tax preparer know!

Upon completion of your December month-end:


  • A Year-End Packet for your business will be delivered to you and your tax preparer,
  • Your tax preparer will be given QuickBooks Online Access, and
  • Any applicable end-of-year Payroll, Sales Tax & 1099 processing will be completed.


The closing date of your bank, credit card, and loan accounts will depend on the timing of your year-end close.


Missing documentation? Your year-end packet will include a list of missing information for your tax preparer.

Year End Checklist

Year-end packets are starting to be delivered this week!

Final Documentation for December is due now.


  • All statements must be reconciled to close your books.
  • All supporting documentation must be received to prepare a complete year end packet, and
  • All W9s must be received to file 1099s.


Here is a full Checklist to ensure you are on track!


Our Guarantee: To best support the tax preparation process, the information that Bell Solutions has been provided through February 5th will be handed over to your tax preparer no later than February 15th, so that the income tax process may begin.



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Bell Solutions | PO Box 83873 | Lincoln, NE 68501 US

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