1099s filed, W2/W3 filed, Month End Reconciliations, books closed, and a clean handoff to tax season — all handled before the deadline arrives.
Year-End Accounting and Tax Services for Small Businesses
What Year-End Accounting and Tax Actually Covers
This isn't cleanup! It's the annual close your business needs every year.
Year-end accounting services are a distinct part of the bookkeeping cycle — not a fix for past problems, but a structured close-out of the current year and prep for tax processing. At Hartmann & Associates, we manage the full year-end checklist for business clients: reconciling accounts, issuing 1099s, coordinating W-2/W-3 preparation, and producing the financial statements we need as your tax preparer to do our job efficiently.
The January 31 deadline for 1099-NEC and W-2/W-3 filings comes up fast. For most business owners, 1099 season sneaks up before they've had a chance to gather contractor information or confirm which vendors meet the filing threshold. We track that throughout the year so nothing is scrambled together at the last minute.
What's included in our year-end bookkeeping close:
- Final account reconciliations for all bank and credit card accounts
- 1099-NEC preparation and filing for qualifying contractors and vendors
- W-2/W-3 support or processing for businesses with payroll
- Final Quarter Federal and State reports
- Month End State specific reports
- Year-end financial statement preparation (income statement, balance sheet)
- Review of the books for accuracy, review with client
- A clean, organized handoff to the tax preparation process
Related Services
A Clean Set of Books Makes Tax Season Easier for Everyone
When your books are closed correctly before tax preparation begins, we put your business return on priority level. Because we've done your bookkeeping for the year and processed your year-end close, we already have what we need — which means fewer questions, fewer delays, and fewer surprises when the return is filed.
Why Northern Nevada Small Businesses Work With Us at Year-End
We've been handling bookkeeping and accounting for small businesses in the Sparks and Reno area for over 48 years. Year-end is one of the most time-sensitive periods in the accounting calendar, and our clients trust us to manage it without having to chase down documents, miss deadlines, or hand off disorganized records to their tax preparer.
All work is handled in-house by our team — nothing is outsourced. That means the people who know your books throughout the year are the same people closing them out in December and January. There's no handoff to a third party, no learning curve, and no gaps in continuity.
If your books are already with us, year-end services are a natural extension of what we do. If you're looking for a firm to take over your year-end close, we're straightforward to work with and easy to reach.
Frequently Asked Questions
What's the difference between year-end bookkeeping services and bookkeeping cleanup?
Cleanup services correct disorganized or backlogged records that have fallen behind — sometimes by months or years. Year-end services are the routine annual close every business needs: reconciling accounts, issuing 1099s, coordinating W-2s, and producing financial statements at the end of each calendar year. If your books are current, you need year-end services. If they're behind, cleanup comes first.Who prepares 1099s for small businesses in the Reno and Sparks area?
We do. Hartmann & Associates prepares and files 1099-NEC forms for small business clients as part of our year-end bookkeeping services. We track contractor payments throughout the year and handle the filing before the January 31 deadline so you're not scrambling at the last minute.When should I start thinking about year-end bookkeeping?
Ideally, the groundwork happens throughout the year — keeping contractor W-9s on file, reconciling accounts monthly, asset management, monitoring liability accounts, and maintaining clean records. In practice, we recommend connecting with us no later than November so there's time to close the books properly before 1099 and W-2 deadlines arrive in January.
Do you handle W-2/W-3 filing for small businesses?
We coordinate all payroll year end preparation as part of our year-end services for clients with employees. If you're using our payroll services, that coordination is already in place. If payroll is handled elsewhere, we can work alongside your payroll provider to make sure everything lines up before filing deadlines.
Can you handle year-end services if I'm not already a bookkeeping client?
Yes. If you're looking for a firm to manage your year-end close in Sparks, Reno, or the surrounding Northern Nevada area, we're glad to talk through what that looks like. Reach out through our contact page or book an appointment to get started. Time is very sensitive, please reach out as soon as possible to ensure you are compliant!
