Purposeful Profit

26. How to Get Ready for Tax Prep


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It's tax season and that often brings a lot of stress, handwringing and anxiety to business owners.

But tax prep can be a breeze if you are prepared.

Before you go to your tax preparer, there's some easy steps you can take to reduce the questions you get from your tax preparer and makes sure you've maximized your deductions.

🎧 Tune into this week's episode and be prepared for your smoothest tax season ever. You'll learn:

 ▶️ QBO housekeeping tasks you should do before going to your tax preparer
 ▶️ Key deductions that are not part a part of your bookkeeping
 ▶️ Tips for managing receipts to make tax prep easier
 ▶️ How to prepare for tax season if you don’t have a bookkeeping system

Mentioned in this episode:

  • Continue the conversation and book a free call
  • Get your Simple Financials Bookkeeping template


Other resources:

  • Get Your 30 Days of Money Mindset Prompts


For the full show notes, including the transcript, go to www.carlamoats.com/podcast/episode26

DISCLAIMER: The information in this podcast is for informational purposes only and does not constitute an accountant-client relationship. While we use reasonable efforts to furnish accurate and up-to-date information, we assume no liability or responsibility for any errors, omissions or regulatory updates.

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Purposeful ProfitBy Carla Moats