Personal Bank Statements & W2 Prep

I have several months of personal checking and savings activity, along with last year’s payroll data, that I need turned into clean, well-formatted documents ready for review and filing. The raw material is already gathered; I simply need it organized and laid out professionally.

Here’s exactly what I expect to receive:
• Summary reports that capture opening / closing balances, total deposits, total withdrawals, and any notable variances.
• Detailed statements that mirror the original bank data line-by-line but in a clearer layout, corrected for typos or missing descriptions.
• Finalized W-2 forms generated from my payroll information, matching IRS formatting standards and double-checked for accuracy.

You’re free to work in Excel, Google Sheets, or another tool you prefer, as long as the finished files arrive as both editable spreadsheets and print-ready PDFs. Accuracy matters more than speed, but I’d like the full package back within one week of project start. Let me know if you have any questions about the source files or formatting preferences, and we can get started right away.