The checklist before you see your accountant

Do you have everything you need?

Every business goes to their accountant to get their business taxes done. 

Do you have everything? How would you know if you are missing information?

Do you know all the steps you should be taking to save the most amount of tax?

Use this cheat sheet to know what you should be doing before you take that trip to your accountant.

Show me the checklist!

Bank Statements

Find out if your bank and credit card statements are in proper order and have the right information.

Missing Writeoffs?

Find the write offs that you might have missed.  There are some common ones that might surprise you!

What Questions to Ask

This cheet sheet will tell you what questions you should be asking your tax preparer to be in a best tax position!


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