Business owners: This tax season, we want to help you prevent expensive mistakes, capture tax-saving opportunities, and be protected against unexpected events. Even small or simple businesses have risks to avoid and opportunities to explore and capture.

In the spirit of helpfulness, we are pleased to offer this courtesy business tax preparation checklist for your use in preparing your business income tax returns. We’ve crafted this information request from our years of experience supporting entrepreneurs and businesses big and small. Most importantly, this information request also serves to document your information in case there’s a dispute later. We invite you to share it with your tax accountant, who should be able to help you navigate this checklist with ease.

Should you discover you’d be better served by upgrading your financial team, we’re here for you. Please be advised this is a limited courtesy copy. Our clients take advantage of a full version which includes additional tips, notices, warnings, options and innovations.

Please fill out the form below to receive this free checklist.
Your contact information will be held strictly confidential.

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