Reminder for S-Corp, C-Corp & Partnership Clients

As we are quickly approaching the end of 2025, this is a good time of year to remind you about bookkeeping.

If you are a client who handles your own bookkeeping, please bring your books up to date as soon as possible so that you can quickly finish the year in early January when you receive the 12/31/25 statements.

If Zulch Tax handles your bookkeeping, we will be in contact regarding any outstanding items needed to complete your books.

Tips:

• If your January credit card statement contains transactions from December, be sure to enter all transactions through 12/31/25 so that we have a complete set of books for the year when we prepare the tax return.

• Be sure to reconcile your bank and credit card accounts and clean up any old, uncleared items listed on the reconciliation reports.

• Please keep in mind that you cannot make any changes to 2025 once we start working on the return.  If you find a problem with something in 2025 after we have started working on your return, please let us know so that we can determine the best way to proceed.

• In order to complete your business tax return, we will need a Profit & Loss Report, Balance Sheet Report, Payroll Report, and W-2/W-3s by our January 27, 2026 deadline.  If we have access to your QuickBooks Online account, let us know when your books are complete through 12/31/25 and we will go in and print the reports needed to prepare your business return.