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Seamless Transition for Bench Customers

Secure Your Business's Financial Future

Call Us Now: 888-714-3128 Schedule Consultation

Our transition specialists are ready to help you

Important Data Access Notice

You have until March 7th, 2024 at 5:00pm ET to download your Bench data. After this date, your historical financial records may no longer be accessible.

Your Transition Journey

Follow these simple steps to ensure a seamless transition

1

Schedule Consultation

Book your free transition consultation - We will work with you to create a custom transition plan and help download your data.

2

Download Data

Download your Bench data before March 7th, 5:00pm ET

3

Get Timeline

Receive your custom transition timeline

4

Begin Transfer

Start your seamless transfer process

Why Choose Jacobson Lawrence & Company

Your trusted partner in business success

50+ Years of Tax and Audit Experience

Proven stability and excellence in serving businesses like yours

Full-Service Capabilities

Comprehensive tax, accounting, and advisory services under one roof

Dedicated Team

Specialized transition support for Bench customers

Special Benefits for Bench Customers

Exclusive benefits

Dedicated

Account Manager

Free

Data migration support

Priority

Onboarding queue access

Free

2024 tax planning session

2024 Tax Filing Considerations

Given the timing of this transition, we strongly recommend filing a tax extension for your 2024 returns. This will:

  • Give you 6 additional months to ensure proper filing
  • Allow time for a thorough review of your financial records
  • Ensure all documentation is properly transitioned
Schedule a tax consultation

Complete Data Transfer Checklist

Download and secure all your important financial records

1 Essential Financial Records

  • Current year financial statements through December 27th
  • Prior year-end financial reports (2023 and earlier)
  • Monthly profit & loss statements
  • Balance sheets and cash flow statements

2 Supporting Documentation

  • All uploaded receipts and expense documentation
  • Bank and credit card statements
  • Tax-related correspondence and documents
  • Monthly reconciliation reports

Need help gathering these documents? Our team can guide you through the process.

Get Expert Support

Request a Transition Consultation

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Or call us directly at 888-714-3128

Let's Get To Work

We’re here to help every step of the way. Contact us today to discuss how our personalized attention and industry-specific solutions help you maximize your potential.

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