Happy New Year! And thank you for trusting us with your small business compliance. The IRS is excepted to begin accepting income tax returns starting in late January and we are committed to the timely delivery of your available financial information.

Year-End for Accounting Services

Please let your tax preparer know!

We guarantee that the following items - that are received by January 20th - will be available in QuickBooks for your tax preparer to access, no later than January 25th.


  • Accounts that Statements have been supplied for will be reconciled, and
  • December Transactions that Supporting Documentation have been supplied for will be coded.


Reminder: Uncategorized transactions are no longer needed. Supporting Documentation for all transactions through November was due by December 10th.



Upon completion of your December month-end or by January 20th:


  • Applicable end of year Payroll & Sales Tax will be completed, and
  • Your tax preparer will be given QuickBooks Online Access with the most recent available information.


Take the CFO Challenge

Schedule a meeting with us!

Let's make 2026 your year or financial organization!


The requirements for small business are not fun, but by breaking down your business finances into bit sized tasks, you can take the stress out of tax season AND ensure your small business is always tax and audit ready!


Join us this year in taking advantage of the full benefits of CFO on the Go! Schedule a Kick-Off call now and let's make it happen!



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

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