The halfway point of the year is a great time to make sure you have business matters in order for the second half of the year. And a critical time to begin proactive tax planning before year-end approaches. (Yes, that will be here before you know it too!)

As part of our commitment to keeping your small business tax and audit ready; we are beginning the annual mid-year review of your QuickBooks system, small business compliance, and financials soon.

During the months of June and July we will be conducting audits and letting you know of any updates, concerns, or tax considerations for the remainder of 2026.



Mid-Year Checklist

Please ensure all Mid-Year Checklist items have been completed for the period of January through June 2026.



2026 Income Taxes

Taxes with Bell Solutions

• If Bell Solutions filed your 2025 income taxes and you are current with your CFO Services... relax! We got you covered.

• Out of Compliance? Please let us know who will be filing your taxes this year. Tax Prepare Change Form

Changing tax preparers?

• If you will be using a different tax preparer to file your 2026 income taxes, or you do not want your financials shared with your tax preparer, please let us know. Tax Prepare Change Form

Mid-Year Review

The midpoint of the year is an ideal time to pause, reflect, and assess the health of your business.

2026 Mid-Year Review Guide

Tips & Reminders

Client Site The CFO on the Go client page is updated every 45-60 days with all of the latest information, processes and measures we are taking to ensure your small business is always tax and audit ready. 

Karbon Dashboard View all portals and outstanding checklists from your Karbon login.

Tax Withholding Estimator With the IRS's Tax Withholding Estimator tool, you can use your business financials and household paystubs to estimate your federal income tax withholding.

Receipt Capture Limitations Receipt Capture is available for current expense receipts only. Receipt Capture does not support expenses that are for previous months. Receipt Capture does not support statements, deposits, letters, or documentation that is not an expense receipt.

Current financials and supporting documentation are required for mid-year reporting, tax planning and income tax services.

Financial reporting in your QuickBooks Online should not be used for tax or strategic planning when current information has not been made available.