The Road to Income Taxes

Year End 2025

It's hard to believe it that we are just a couple of short months away from the end of the year.

Our goal is to provide your fully completed year-end packet to you, and your tax preparer, timely each January.

Use the information below to review the year-end schedule, and to help ensure you are on track for a smooth tax season!

CFO on the Go Schedule

November

Supporting Documentation Audits

The final 2025 supporting documentation audit for your business will be completed in November.

1099 Sign Up

Annual tax filing options will be provided in November.

In addition to income taxes, the IRS requires you to issue a 1099 to all non-corporations that you paid $600, or more. If you would like for Bell Solutions to file your 1099s, you must sign up.

Fall Meetings

Fall Meetings will continue through November 25th. If you're interested in reviewing your finances in preparation for year-end, please schedule a time that works for you!

December

Final Documentation Deadline

December 10th is the annual deadline for all documentation through November!

January

Year End Packets

Upon completion of your December month-end, we will provide your year-end packet to you, and your tax preparer, with everything needed to timely and accurately file your business income taxes!

Reminder: When you are unable to provide year-to-date documentation by December 10th and/or final documentation by January 20th, then, in lieu of a year-end packet, we guarantee that the information that has been supplied will be available in QuickBooks for your tax preparer no later than January 25th.

New 2025

If Bell Solutions is filing your income taxes, your business tax return will be prepared upon the close of December, in January.

February

Timely Hand-off Commitment

We are committed to providing year-end packets to all tax preparers no later than February 15th each year so that the income tax process may begin timely.

Client Page

Guide to Services

Documentation Matrix

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