Well, it is almost April 15th!

Hopefully all you small business owners have everything gathered up and ready for your CPA or tax preparer.

Here is a list of what you will need for your CPA or tax preparer, of course your CPA or tax preparer will probably have questions and add to this but this is a start.

 

A Jan - Dec  Profit and Loss Statement (with all bank accounts and credit card accounts reconciled)

 

A Dec 31st Balance Sheet

 

A copy of any 1099's that your company has sent out

 

If you have payroll:

 

A copy of any W2's that your company has sent out

A copy of all quarterly payroll tax filing

 

If anyone has any questions as to what these reports are or needs help getting these reports please feel free to ask me.  I will do my best to provide what help you need.