See your business’s financial health at a glance, and stay in control of cash flow. Get intuitive software that syncs directly with your small business accounts to deliver tidy, perfect books each month. A year end package with everything you need to file comes standard with Bench. Upgrade your plan, and cross even more off your to-do list. With our Bookkeeping & Tax plan, you get expert tax prep, filing, and year-round tax advisory support. From year-round tax advice to expert filing, we make sure you get the most out of your return—no hidden fees, no last-minute surprises.
Save time and money with expert bookkeeping and simple software —plus, get a prior month’s books and financial statements free when you sign up. Each customer’s main point of contact is a dedicated in-house, professionally-trained bookkeeper, based in North America. Part of what makes Bench unique is that we blend together the human touch with modern technology. With Bench, you get a team of real, expert bookkeepers in addition to software.
Join over 35,000 US-based business owners who have streamlined their finances and have grown their businesses with Bench. Or, let us handle the year end prep and filing for you with BenchTax. No waiting for hours on hold—just helpful customer service from real people. Message your team any time, or book a call whenever you like. Our partners at Taxfyle will file your return at the end of the year.
Built for small business
A new window will open up, and you’ll be logged into the Bench Tax App and ready to get started. Book a call with a client sales representative who will be happy to answer any questions you have about Bench Tax and confirm that it’s a good fit for your business. Powerful yet intuitive financial reports come standard with Bench.
Tax Onboarding – for new Bench Tax customers
Come year-end, they’ll compile a tidy tax package that contains everything we need to file—and give you a year-in-review snapshot of your business. Learn how to build, read, and use financial statements for your business so you can make more informed decisions. Easy-to-use templates and financial ratios provided. Schedule today and we’ll do one prior month of your bookkeeping and prepare a set of financial statements for free. Easily see your updated financial data every time you log in. With real-time insights, you can make on-the-fly decisions about where to spend and where to save, helping your business stay on budget.
- Your team of experts tracks every detail for you, and works in tandem to get you organized and filed on time.
- With real-time insights, you can make on-the-fly decisions about where to spend and where to save, helping your business stay on budget.
- From creatives to chiropractors, Bench supports thousands of small business owners across the United States.
- During tax season your Bench Bookkeeping and Tax Teams are working as fast as they can to finalize your year-end financial package and complete your tax filing.
- If there’s any change in your bookkeeping team, we’ll let you know as soon as possible and make sure the transition is a smooth one.
Bookkeeping with Bench
Jessica Irwin took a creative leap into entrepreneurship brought Bench along as a trusted partner even before the business officially launched. Read how Bench’s expert financial guidance and tools helped Violet Moon Jewelry navigate the complexities of business finances, from basic bookkeeping to strategic investment decisions. See what running a business is like with Bench on your side.
- Timely responses help your bookkeeping team keep your books up to date and avoid delays.
- When it’s ready, we’ll reach out to you for the “all clear.” Then, we’ll file your taxes and pull funds directly from your account to pay any applicable taxes.
- We’ll work with you to connect accounts and pull the data we need to reconcile.
When you’re ready to file, your dedicated Tax Coordinator will collect all necessary documents and forms. Then your Bench Tax Advisor will facilitate the preparation, review and filing of your income tax return on time, every time. That’s why we offer year-round advisory services through on-demand and unlimited bench tax login tax consultations.
Quarterly tax payments are simple when you file with Bench. Here’s what to expect:
Track every business transaction and performance metric like a pro, and run a smarter business right away. Get the clarity and confidence your business deserves with the support you need to succeed. We can fully wipe your data, too—at the end of the day, it’s your info and your call.
We recommend pre-booking quarterly check-ins with them to secure your appointments because as you can imagine, their calendars fill up. If you ever have burning questions and can’t find a time that works, you can always email your tax advisor and they’ll get back to you within 2 business days. Once we receive all of your documents and information from you, it’ll take us minimum 30 business days to get your books ready for day-to-day decision-making. Around tax season, it’s normal for us to make further final year-end adjustments to get your books fully IRS-compliant for tax-filing purposes. These changes will be reflected in your year-end financial package. And since tax time stress isn’t limited to tax season, year-round tax advisory services comes standard.
We can complete accrual adjustments like tracking accounts receivable and/or accounts payable, unearned revenue tracking, and more with our specialized accounting add-on. If we are recording accrual adjustments for you, revenues and expenses are recorded when they’re earned throughout the year, regardless of when the money is actually received or paid. At year end we will remove these accrual elements to ensure your bookkeeping is adjusted back to modified cash basis. We don’t offer any of those services, but we do partner with other companies (like Gusto and Freshbooks) that specialize in different areas of business admin. We’re here to help you explore whether our cash basis bookkeeping is a good fit for your business. Reach out anytime — we’d love to learn more about your business needs and see how Bench can support you.
My Account
That means you’ll never lose access to your data within our platform. All reports can be easily exported to an Excel file to share with your accountant or future bookkeeping provider. Your bookkeeper completes your books and prepares your financials each month. Chat with your bookkeeper in the Bench platform, or book a call directly in the app.
Need help tracking down tax-related documents or info? Whatever stage your business is at, you’re covered with Bench Tax. We cover the tax support, prep, and filing from start to finish. Join Bench today and experience the difference of having your financial team just a message away. We try our best to keep you with the bookkeeping team you’re assigned when you come on board. If there’s any change in your bookkeeping team, we’ll let you know as soon as possible and make sure the transition is a smooth one.