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Records to Keep

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.

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

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.

Meal and Entertainment Records Spreadsheet

Mileage Records Spreadsheet

Travel Records Spreadsheet

Reimbursable Expenses Spreadsheet

2008 Corporate Organizer

CPA clearwater st petersburg pinellas park