Year-End Planning & Compliance

We’re inspired to make your year-end simple and successful.

Year-end is a time for reflection, analysis, and strategic planning, providing an opportunity to assess past performance and set goals for the future.

A successful year-end involves reporting, preparation, and careful consideration of the path ahead, enabling you to evaluate your journey and concentrate on your desired destination.

By maintaining year-end readiness throughout the year, you can make informed business decisions and avoid surprises during the reporting period. Solid financials and up-to-date reports are essential for business growth, providing insights into past performance, tax obligations, and vendor or contractor payments.

Year-end planning goes beyond reflecting on the past; it sets the stage for future success and growth. Taking a holistic approach, you can assess your organization’s processes, systems, and goals. The most successful organizations view year-end as an opportunity to chart a course for the upcoming year, focusing on strategic planning rather than just compliance.

Upload your information through your portal account.

Access our W-2 compliance checklist, instructions on how to submit, and other helpful resources.
Form W-2 Compliance
Explore our 1099 compliance checklist, templates for submission, and frequently asked questions.
Form 1099 Compliance
Our professionals take a proactive approach to help make your year-end simple and successful.

If you’re ready to simplify your year-end, throughout the year – Eide Bailly can help.

Year-end doesn’t need to be complicated. Our team can provide you with the resources to simplify the year-end planning process, ensure compliance, and start the new year strong.

Year-End Planning & Compliance Leadership

Chris Gracey

Chris J. GraceyCPA

Partner

Chris joined the firm in 2013, bringing with him several years of public accounting experience encompassing a wide range of industries, including manufacturing, wholesale and distribution, software, construction and service industries. Along with tax, audit and accounting services, Chris is also an experienced business consultant, advising clients on matters relating to stock-based compensation, equity-linked financing, warrants and business combinations.
Reid Mattson

Reid MattsonCPA

Partner

Reid works with a wide variety of clients, including nonprofits, professional services and privately held companies to help them better understand and accurately report their financial reporting. He manages and leads teams performing outsourced accounting, finance and consulting services.
Angie Ziegler

Angie ZieglerCPP

Principal

Angie provides accounting services to all types of business owners. Whether it’s detailed technical accounting work or payroll demands, she and her team serve as the outsourced accounting department.