A little preparation goes a long way at tax time. Use this checklist to make sure your business is ready for 2026.
Before year end
- Reconcile every bank and credit card account
- Review accounts receivable and write off bad debts
- Confirm contractor details for 1099 reporting
- Review fixed asset purchases
Documents to gather
- Year end financial statements
- Payroll reports and W-2 summaries
- 1099 forms received and issued
- Loan statements and interest paid
- Records of estimated tax payments
After filing
Keep your records organized and set up quarterly estimated payments for the year ahead. If your books need attention, our catch up and cleanup service can get you tax ready quickly.