Falling behind on bookkeeping snowballs: one skipped month becomes a quarter, a quarter becomes a year, and suddenly you can’t file a clean return or get a loan. Marion Tax Service specializes in digging out — calmly reconstructing and reconciling whatever period you’ve missed.
We pull your bank and credit-card history, rebuild the transactions, reconcile each account, and hand you a clean, current set of books — often just in time to file an overdue or accurate return.
What’s Included
Catch-up and cleanup gets you from behind to current:
- Reconstruction of transactions from bank and credit-card history
- Account-by-account reconciliation for every missed period
- Correcting miscategorized and duplicated entries
- Rebuilding or fixing the chart of accounts if needed
- Reconciling loans, credit lines, and owner contributions
- A clean year-end set ready for an accurate or overdue return
- A maintenance plan so you don’t fall behind again
Who It’s For
Catch-up work is for anyone who has gotten behind:
Behind-on-Books Owners
Businesses that let the books lapse for months or years during busy stretches.
Filing an Overdue Return
Owners who need clean books to file a late or accurate tax return.
Loan or Investor Prep
Businesses needing current financials for financing or due diligence.
New to a Bought Business
Owners who took over a business with messy or missing records.
Why Marion Tax Service
Reconstructing a year of books is detailed, patient work — and getting it right is what makes the resulting return defensible. 50+ years of experience means we’ve dug out plenty of businesses, without judgment.
Because we also prepare returns, your cleaned-up books flow straight into the overdue or current filing — one firm, start to finish.
Related services: QuickBooks Cleanup Unfiled Returns Monthly Bookkeeping.