Bookkeeping support
- Bank and credit-card reconciliations
- Transaction review and classification
- Balance-sheet bookkeeping support and account review
- Owner contribution, distribution, and loan tracking
- Tax-ready year-end financial records
When the books have fallen behind
Bookkeeping support includes organizing source records, reconciling accounts, classifying business activity, and maintaining records that can support tax preparation and business decisions.
This page provides general educational information. Tax results and representation options depend on the taxpayer's specific facts, records, account status, and current law.