Tax & Compliance

Year-End Financial Checklist

Essential tasks to complete before year-end to ensure your business finances are organized for tax season.

Dec 28, 202411 min read

Reconcile every bank and credit card account so your books reflect true balances.

Collect outstanding W-9s and prepare to issue 1099s ahead of the January deadline.

Schedule a tax review to plan estimated payments and capture final deductions before year close.