Tax-Ready Books & Year-End Bookkeeping for Jacksonville Businesses

A good preparer needs a reconciled trial balance, year-end bank and loan statements, a fixed asset list with purchase dates and amounts, details of owner transactions, payroll reports, and support for any large or unusual items. When those are ready in January, the return is simple. When they aren't, your preparer either bills you hourly to reconstruct them or files an extension and you wait until October.

Because the person closing your books is a CPA, we prepare the package the way we'd want to receive it. We also catch the things that are easy to miss: personal expenses that need to come out, a vehicle that should be on the depreciation schedule, or an S corp owner whose salary looks unreasonably low.

If you paid any individual or unincorporated business $600 or more during the year for services, you generally need to issue a 1099-NEC by January 31. Rent paid to an individual landlord goes on a 1099-MISC. We track vendor W-9s all year so January isn't a scramble, and we e-file the forms with the IRS and send copies to your vendors.

Focus. Tax preparation has a brutal seasonal peak, and firms that do both tend to let bookkeeping slide from February to April, exactly when your books matter most. We'd rather be the best bookkeeping firm in Jacksonville than an average tax firm. We work alongside your existing preparer, and if you need one, we'll introduce you to CPAs and enrolled agents we trust.