Are your books actually ready for tax season?

Tax season has a way of revealing what’s really happening in your financials.

If your books are clean and current, tax prep is routine.
If they’re not, it becomes stressful—fast.

Here are three signs your books and records may not be ready:

1️⃣ You’re still catching up on last year
If January and February are spent finishing last year’s bookkeeping instead of reviewing results, that’s a red flag.

2️⃣ Your tax preparer keeps asking “basic” questions
Repeated requests to explain transactions, owner payments, or cash balances usually mean your books aren’t telling a clear story.

3️⃣ You don’t fully trust the reports
If you hesitate to answer how profitable the business really was, tax decisions become harder—and riskier.

Tax season shouldn’t be the first time you look closely at your numbers.

If you’d like a second set of eyes—or want to avoid the annual scramble—we’re happy to help.