Support | M-Th 7-4
CFO on the Go Emails
Holiday Schedules | December 17
Important Dates & Deadlines | December 8
December 10 Deadline | November 24
Thanksgiving, Payroll Deadline | November 19
The OBBB | November 3
*Out of Compliance Notices | October 31
The Road to Income Taxes 2025 | October 30
Income Tax Services & Terms of Service | October 27
Fall Meetings | September 23
Compliance Month: Payroll & Labor | September 16 Year End Prep!
Office Closure | September 12
Compliance Month: Documentation & Deductions | September 9
Compliance Month: Corporate Compliance | September 4
Holiday/Bank Closure | August 26
Fall is right around the corner | August 11
*Compliance Check/Out of Compliance Notices | July 10
Holiday/Bank Closure | June 30
Mid-Year Refresh | June 10
UBT QuickBooks Connection Notice | June 9
Holiday/Bank Closure | May 21
*Late Payroll Fees / OOC Notices | May 20
Mid-Year 2025 | May 9
First Quarter Review | April 4
*60 Day Compliance Check / OOC Notices | March 4
2025 Employee Handbooks | March 3
Terms of Service | February 24
Spring 2025 | February 14
Bank Closure Notice | February 12
Payroll Changes | February 3 | February 3 | February 3
2024 Year-End Close | February 3 | February 3 | February 3
Countdown to our 'timely hand-off' commitment | January 20
Goodbye 2024, Hello Tax Season | January 6
Final Payroll Reminders | December 26
UPDATE Beneficial Ownership Information | December 26
Year End Checklist | December 20
Holiday Schedule Reminders | December 18
Important Dates & Deadlines | December 8
Year End Guarantee | December 2
*Compliance Check/Out of Compliance Notices | November
December 10th | November 25
The Road to Income Taxes | November 4
BOI Reporting / CTA Reminder | October 3
Fall Preparations | September 19
Terms of Service | September 3
*Compliance Check/Out of Compliance Notices | August 26
*Notifications only applicable when out of compliance.
Thank you for a great first tax year so far. Our goal is to have all income taxes filed before the end of March.
When your personal taxes are prepared, we will let you know so we can schedule a time to review. If you have supplied all of your personal tax information, feel free to schedule a time now.
All income tax information can be accessed from your ProConnect Link, including your engagement letter, the ability to securely upload tax documents and answer questions. This is also how you can review and e-sign your income tax returns.
Thank you. We appreciate your patience this year!
The arrival of Spring symbolizes new beginnings and exciting opportunities for small business in the year ahead.
As we work to wrap up tax season this month, we want to take a moment to express our heartfelt gratitude for your continued trust in us at Bell Solutions. Your partnership is invaluable as we strive to create efficient and comprehensive solutions tailored to protect small business.
Mileage Deduction
The 2026 standard mileage rate for business is 72.5 cents per mile.
1099 Threshold
Beginning with the 2026 tax year, the threshold for issuing 1099s has increased to $2,000, up from $600. As a reminder, you do no need to issue 1099s when payments to contracts have been made via credit card.
Corporate Minutes
All corporations (LLCs) need to hold and document an annual shareholder(s) meeting. You can hold more meetings, if needed, but one per year is the minimum requirement. Documentation of this meeting is referred to as 'minutes'. Learn more
Tax Withholding
With the IRS's Tax Withholding Estimator tool, you can use your business financials and household paystubs to:
- Estimate your federal income tax withholding,
- See how your refund, take-home pay, or tax due are affected by withholding amount, or
- Choose an estimated withholding amount that works for you.
Supporting Documentation
Supporting documentation audits were completed in April and communications sent for any outstanding items needed. By supplying your supporting documentation for the first part of the year, we can ensure your small business is compliant and prepare your mid-year financial information!
Reminder: Receipts are required for all expenses that do not have verified Bookkeeping Rules. Written notes, in lieu of receipts, will remove eligibility of CFO Services and Annual Support Services.
Receipt Capture
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.
Pathway to Mid-year
With Spring Meetings coming to an end, we want to make sure 2026 is tidy and prepare for mid-year reviews right around the corner!
Small business financials and supporting documentation must be current for mid-year reporting and tax planning in June/July. Please take this time to ensure that all of your small business documentation has been submitted for 2026.
Let us know if you have questions!
Tax Planning
With the addition of Income Tax filing this year we are offering tax review and planning services so that you can holistically monitor your business and personal tax implications at key points of the year. This service is optional and we will continue to support the CPA team of your choice with any tax planning efforts.
If you're current with your CFO Services, then you're eligible for Income Tax Services! Check your email this month to include a tax review this mid-year.
Terms of Service | July 2026
Your small business compliance is our top priority and as small business matters change, so do our Terms of Services. Here is a summary of changes. Thank you for your continued support!
