What to check before filing
What to check before filing Key Points Basic details: Check names, tax ID numbers, addresses, and filing status. Income: Make
Choosing a business entity
Choosing a business entity Key Points Owners: Decide who will own the business and make key decisions. Taxes: Learn how
When to consider tax planning
When to consider tax planning Key Points Changes in income: A new job, side work, or a shift in business
Records to Keep for Tax Preparation
Records to keep for tax preparation Key Points Income: Save tax forms and records of money earned from jobs, investments,
What can lead to an IRS audit?
What can lead to an IRS audit? Key Points An audit does not mean you did something wrong. It means
5 year-end tax considerations for small businesses
5 year-end tax considerations for small businesses Key Points Proactive Timing: Year-end is the critical window to strategically evaluate whether
Quarterly taxes for the self-employed
Quarterly taxes for the self-employed Key Points Know the Threshold: Quarterly estimated payments are generally required if you expect to