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We Want to be your next CPA Firm
We give our small business owners an annual tax records binder. This helps you keep the records the IRS requires in an easy and organized format, it will also help you maximize your deductions and therefore minimize your taxes.
It Includes:
• Meal and Entertainment Records
• Mileage Records
• A Qualified Expense Reimbursement Plan
• A Place to Keep Financial Statements and Payroll Records Organized
• And More
At the end of the year we will send you a business tax organizer to help you put together the information we need to prepare your taxes.
We Also Offer Downloadable Excel Spreadsheets that automatically keep track of your totals as you go throughout the entire year. These spreadsheets are Self Explanatory and Very User Friendly. When tax time comes around all you have to do is print.
Meals and Entertainment Records Spreadsheet
Reimbursable Expenses Spreadsheet