Business Owners: Send Your Books in Now (And Why Waiting Hurts)
The earlier we get your financials, the more value we can deliver—plain and simple.
If you’re a business owner, there’s a lot competing for your attention this month—new goals, new hires, and a whole new set of financial decisions to make. But if there’s one thing you can do right now to set yourself up for a smoother, smarter tax season, it’s this:
Send in your books. Now.
At Trail CPA, we prepare tax returns in the order we receive all necessary documents. The longer you wait, the longer the queue grows—and the fewer options we may have to optimize your return.
Why Waiting Hurts
Let’s break down why sending in your books sooner really matters:
1. We Can’t Start Without Clean Books
Even if you filed an extension last year, your 2025 return can’t be started until your books are closed and reconciled. The earlier we receive them, the earlier we can review, spot errors, and start strategic conversations.
2. Delays Shrink Your Planning Window
Think you might owe taxes? Getting us your financials early gives you more time to:
Make final contributions to SEP IRAs or Solo 401(k)s
Adjust cash flow for upcoming payments
Avoid late surprises
When we don’t get your books until March or April, we lose the ability to plan—we’re just reacting.
3. You’ll Beat the Rush (And the Cost Creep)
As we move deeper into tax season, prep timelines tighten, and rush fees may apply. January and early February are the best times to submit your info while workloads are still manageable.
What “Send Us Your Books” Actually Means
Not sure if you’re ready? Here’s a simple checklist to kick things off:
Your 2025 books are closed and reconciled (through Dec. 31)
All bank and credit card accounts are matched to statements
You’ve reviewed your income and expense categories for accuracy
You’ve gathered any additional tax docs (like 1099s or W-2s you issued)
If you work with a bookkeeper, great! Loop them in now to make sure everything is wrapped up.
Not Quite Ready Yet?
That’s okay—but don’t wait until March to say so. Reach out now and let us help you:
Clean up any lingering issues
Create a plan for getting caught up
Decide whether an extension makes sense for your situation
Bottom Line
Sending your books in early isn’t just about checking a box—it’s about giving your CPA time to do more than just file. It’s the difference between basic compliance and proactive tax strategy.
So, whether you’re ahead of the game or playing a little catch-up, we’re here to help.
Schedule a check-in here
Let’s make this your smoothest tax season yet.