Avoid the tax season DRAMA.

Keeping your bookkeeping up-to-date each month allows you to have a clear and accurate picture of your business finances throughout the year, and avoids tax deadline drama. As we get to the end of the year, we are taking a look at our current clients to make sure we have everything we need for a smooth close out and transition into 2023. Here are some of the things we will be looking for and updating:

Ask reports up to date

Bank access / credit card access current

Loan information up to date

Contact information for the business and employees are accurate

1099 contractor contact info and EINs

You have accepted your portal invite

Any other receipts / spreadsheets / documentation

When finalizing clients for tax prep in January, Missoula Bookkeeper will be giving priority to clients who have kept up on things throughout the year. Some of you will be getting a specific, personal reminder with a deadline so we can get your tax prep finalized in a timely fashion. Please take some time in the next few weeks to update these items and collect any necessary information. As always, thank you for your continued support!