How to prepare for a small business tax appointment:

1.  Maintain good records throughout the year.

2. Total your gross income for the year

3. Total your expenses by categories.  For example: supplies, office expenses, insurance, continuing education, etc, be consistent year to year.

4. Itemize new equipment expenses

5. Total the number of business miles driven and total number of miles driven on your vehicle(see auto worksheet)

6.  Print any computer reports applicable to your income/expense for your business.

 

****For Daycare Providers****

 

Total the number of hours your daycare is available and bring expenses for your home.

 

Please don’t hesitate to call our office prior to your appointment and ask any questions you have about preparing for your business tax return.

How to make the most of your tax appointment!

1. Arrive on time

2. Bring original documents, W2s, 1099’s, and investment reports.

3. Organize and total your deductible expenses.

4. Leave small children at home if at all possible

5. Turn off your cell phone.

6. Relax this is NOT a painful ordeal!

7. Be sure to ask questions!

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