Ian Bryzek, CPA
Incomplete business books after the owner dies
Sparse books call for bank-based reconstruction and clear gap notes.
Export all accounts, merchant processors, and payroll reports. Build monthly summaries without inventing missing invoices.
A CPA can work with incomplete books more easily when gaps are labeled.
What to keep with the file
A CPA can work with incomplete books more easily when gaps are labeled.
What to do next
Reconstruct from bank feeds first and label every gap in a written memo.
What to gather
- Bank and credit-card exports
- Merchant processor reports
- Payroll reports
- Prior tax returns
- Gap memo listing missing periods or documents
Who usually handles what
- Ian can organize the tax reporting question and the supporting records.
- The executor, trustee, or account custodian supplies records and confirms who has authority to act.
A practical next step
Reconstruct from bank feeds first and label every gap in a written memo.
Related guides
This is general tax information, not tax or legal advice. Outcomes depend on the documents, ownership, timing, and law that apply to the particular facts.