Jacksonville Bookkeeping Cleanup & Historical Accounting Reconstruction
Rebuild years of missing books into clean, audit-ready financials that support correct returns and a defensible resolution.
What Historical Accounting Reconstruction & Bookkeeping Means for Your Case
You cannot file a defensible business return — or survive an IRS examination — on incomplete books. Milk & Honey Co. reconstructs historical accounting from bank and merchant statements, reconciles every month, separates owner draws from deductible expense, and produces year-end financials your return preparer and the IRS can both rely on. Serving Jacksonville small businesses, contractors, gig workers, and owner-operators from our Flagler Center office.
What's Included
- Multi-year catch-up bookkeeping and bank reconciliation
- Chart of accounts rebuild for QuickBooks Online and Xero
- 1099-K, merchant processor, and gig platform income reconciliation
- Owner-draw vs. deductible expense separation and basis tracking
- Year-end financial statements for lenders, returns, and IRS examinations
Why Jacksonville Taxpayers Choose Milk & Honey Co.
Audit-ready reconstruction
Books are rebuilt to documentary standards, with source statements retained, so the numbers hold up if an examiner asks for substantiation.
Bookkeeping tied to the tax outcome
Clean books directly drive lower assessments, accurate Form 433 financials, and stronger Offer in Compromise and installment agreement filings.
Attorney-led review
Where the cleanup uncovers payroll tax exposure or trust fund liability, counsel is already on the file — not brought in after the damage is done.
How We Protect You, Step by Step
Every engagement begins with our $350 flat-fee Total Tax Diagnostic & Blueprint — a written strategy and fixed quote before any representation work starts.
1. Confidential strategy review
We scope how many months or years are unreconciled, which entities and accounts are involved, and whether an IRS matter is already open.
2. Records gathered and transcripts pulled
Bank, merchant, payroll, and loan statements are collected and matched against IRS wage-and-income transcripts for gross receipts verification.
3. Asset protection & collection hold
If the business is already in collection, we file Form 2848 and request a hold so the cleanup is not overtaken by enforcement.
4. Books rebuilt and returns filed
Every month is categorized and reconciled, financials are issued, and the corresponding business and personal returns are prepared and filed.
5. Balance resolved and books kept current
Remaining balances go into CNC, an installment agreement, or an Offer in Compromise, and we can keep the books current monthly going forward.
Frequently Asked Questions
How far back can you clean up my books?
As far back as the records exist. Most cleanups run two to six years, matching the IRS filing-compliance window, and are rebuilt from bank, merchant, and payroll statements when the original ledgers are gone.
Do I need bookkeeping cleanup before an Offer in Compromise?
For a business or self-employed taxpayer, yes. The IRS evaluates Form 433-A (OIC) or 433-B against your actual financials. Unreliable books produce unreliable offers, and offers built on bad numbers get returned.
Can you work with my existing QuickBooks file?
Yes. We can clean up an existing QuickBooks Online or Xero file in place, or rebuild the chart of accounts from scratch when the historical file is unusable.
Do you serve businesses outside Jacksonville?
Our office is at 12574 Flagler Center Blvd, Suite 101, Jacksonville, FL 32258, and we serve Duval, St. Johns, Clay, Nassau, and Baker counties in person plus clients nationwide remotely.
Start With a Confidential Strategy Review
Bring your notices. We will tell you exactly where the case stands and what it takes to resolve it.