Small Business Tax Prep Checklist

Small Business Tax Prep Checklist Income Gross receipts from sales or services Sales records (for accrual based taxpayers) Returns and allowances Business checking/savings account interest (1099-INT or statement) Other income Cost of Goods Sold (if applicable)...

Personal Tax Prep Checklist

Personal Tax Prep Checklist Here’s a summary of what you’ll need for a tax return checklist, whether you see a tax professional or prepare your own taxes.  Personal Information Your social security number or tax ID number Your spouse’s full name and social...

Year-End Tax Planning

It is time to start year-end tax planning for 2017. With the advent of the new presidential administration, comes a plethora of uncertainties with the proposed new tax legislation. So, with that in mind, barring any new legislation affecting the 2017 tax year. Here...