10 Things Business Owners Forget to Bring to Their CPA
Автор: Kim Clenney & Company
Загружено: 2026-02-11
Просмотров: 2
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Tax prep does not slow down because the IRS is slow. Tax prep slows down when information is missing.
One missing report can pause the whole return, create follow-up emails, and turn tax season into a drawn-out mess.
In this video, I’m walking you through the 10 things business owners forget to bring to a CPA, and why each one matters.
We’ll cover income records beyond a 1099, deposits that need an explanation, credit card expenses, cash purchases, mileage tracking, big equipment buys, payroll and contractor forms, home office numbers, last year’s return, and the basic business details that affect how your return gets filed.
Want to show up prepared and get your return moving faster?
Download my free Tax Organizer here: https://tinyurl.com/bdf794by
Use it before your tax appointment and you will know exactly what to pull and what to bring.
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