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CFO on the Go
Home
Karbon
QuickBooks Online
Communications
Services
  • CFO Services
  • Support Services
  • Add-On Services
  • Accounting Services
More
  • Home
  • Karbon
  • QuickBooks Online
  • Communications
  • Services
    • CFO Services
    • Support Services
    • Add-On Services
    • Accounting Services
  • Home
  • Karbon
  • QuickBooks Online
  • Communications
  • Services
    • CFO Services
    • Support Services
    • Add-On Services
    • Accounting Services
All bookkeeping roads lead to year end...

Take the stress out of tax season!

Each year we begin preparing for tax season in the fall. 

Pathway to year end

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October

Payroll Portals

Annual Payroll & Compliance Portals will be provided on October 1st. 2025-2026 Portals have been expanded to include new services and support available in your Payroll Tier.

Reviews Accounting Services for non compliance

The review an audit train continues. 


Time is running short to get 

Accounting services. By providing your documentation we can still 

Fall Meetings

When your bookkeeping is on track, we have the ability to assist with review and planning.

November

Income Taxes

You will receive a


By providing your income tax preparer information, we can ensure everything is provided for your business taxes timely and organized. (if we have your documentation, of course!)


We are happy to work with the tax prepare of your choice. Starting with the 2025 income tax year, Bell Solutions will be offering income tax filing services.

1099 Filing

The Internal Revenue Service requires you to supply 1099's for all contractors, attorneys, consultants, or other service provides that you pay $600, or more, to each year. 


If you would like for Bell Solutions to file your 1099s, you must sign up.

December

Deadline

Its GO TIME! Please ensure all outstanding 2025 items are submitted by December 10th; including (but not limited to):


  • All bank, credit card & loan statements,
  • Receipts / Uncategorized transactions,
  • Asset purchase receipts,
  • Owner mileage, if applicable
  • W9s, and
  • Any other outstanding Karbon checklist items.

No documentation = No Guarantee

  • Without certain details we are unable to verify deductions or income, complete required tax filing due diligence, or assist your tax preparer with financial details.  
  • To help reduce costs, keep records organized, and ensure compliance - we utilize Uncategorized Accounts in your financial records. 
  • To ensure timely handoff of financial information, historical Uncategorized Transactions that remain outstanding at year-end will be provided to your tax preparer for the determination of proper tax coding.
  • If you don't have your documentation please plan on an alternative options for tax filing. 

January

Final Documentation Due January 10th

Upon completion of your December month-end, in January, we will provide your 2025 tax information to you, and your tax preparer!


Account Close Timing Reminder

The closing date of your bank, credit card, and loan accounts will depend on the timing of your year-end close.

If your business has accounts with a closing date:

  • AFTER January 5th, your year-end will be completed in the 2nd half of January.
  • AFTER January 20th, your year-end will be completed in late January or early February.


TIP: We recommend contacting your banking institution(s) now and request that your account closing dates are the end of the month.

February

Timely Hand-off Commitment

Timely Hand-off Commitment

We are committed to providing year-end packets to all tax preparers no later than February 15th. 


To allow adequate time for the tax preparation process, the information that Bell Solutions has been provided through February 10th, will be handed over to your tax preparer on February 15th, so that the income tax process may begin. 

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