- Serving Taxpayers Since 1993
- File In Person or Fully Virtual
- Year-Round Help, Not Just Tax Season
- Nonprofit & Church Specialists
- Flexible Refund & Payment Options
Katy is full of young businesses that grew faster than their paperwork. Sales doubled, a second truck or a second location came along, and the books stopped at some month nobody wants to talk about. If that sounds like you, we can help. Send us what you have, and we rebuild your books from the oldest missing month to today, so your federal return and your Texas reports go out on solid numbers.
When You Need Bookkeeping Cleanup
You need a cleanup when your books and your bank no longer agree. Other signs: you filed an extension because the numbers were not ready, a past bookkeeper left entries nobody can explain, or one account paid for both home and business. A loan officer asking for statements you cannot produce is another. So is a notice from the IRS or the state about a return that never got filed.
Sales tax is the Texas problem that grows fastest. When the books stop, sales tax reports often stop too, or go in with a rough guess. The Comptroller assigns each permit holder a monthly, quarterly or yearly filing schedule, and each missed period adds penalty and interest. A catch-up shows what you really sold and collected in each period, so the late or wrong reports can be filed or corrected.
Property is another snag. Katy sits in Fort Bend, Harris and Waller counties. If your business owns a building or rentals in more than one, each appraisal district sends its own bill. In a cleanup we match each bill and payment to the right property, so nothing gets deducted twice or missed.
Our Bookkeeping Cleanup Process
We start by listing every account the business used during the gap: checking, savings, credit cards, loans and any payment apps. You pull statements for each one. Most banks let you download years of statements online, and we tell you exactly which months are missing.
Then we work forward one month at a time. Each month gets reconciled to the bank, every transaction gets a category, and duplicates and personal charges get pulled out. Anything we cannot identify goes on a short list for you to explain. When we reach today, you get an income statement and balance sheet for each year we rebuilt. If federal returns or franchise reports were never filed for those years, our office can prepare them from the clean numbers.
Which Old Records Still Matter?
You do not need every receipt. Bank and card statements carry most of the load, and receipts matter for big purchases and anything unclear. The IRS explains how long business records should be kept: generally three years after you file, at least four years for employment tax records, and with no limit at all for a year with no return filed. That last rule is why an unfiled year is worth cleaning up instead of waiting out.
Bookkeeping Cleanup Cost in Katy
The cost depends on how many months you are behind, how many accounts were used, and how busy those accounts were. Missing statements, mixed personal spending and payroll that was never recorded all add time. We look at your records first and give you the fee before work starts.
Why Choose Us for Bookkeeping Cleanup
We have prepared tax returns since 1993, so we rebuild books with the filing in mind. The office that fixes your books can also prepare the late returns, which saves you from moving boxes between firms. You can drop records off on Kingsland Boulevard, or scan and upload them from home. We are open Saturdays and all year, so a cleanup can start in July as easily as in January.
After the catch-up, monthly books kept current after a cleanup stop you from falling behind again.
Common Questions
How long does a catch-up take?
It depends on the gap. A few months of one checking account moves quickly. Several years across many accounts takes longer. Once we see your statements, we give you a realistic timeline.
Should I file my late returns first or fix the books first?
Fix the books first in most cases. A return built from guesses may need to be amended later. If a deadline or notice is pressing, tell us and we plan the work around it.