Contact Form

 

This episode covers a tax season checklist for consultants and consulting firm owners.

 

(00:43) A Funny Story About Margaritas

(02:29) The Importance of Accurate Tax Inputs

(03:00) Steps to Prepare for Tax Season

(03:13) Reconcile Everything

(05:31) Owner Distributions and Your P&L

(06:42) Retirement Contributions

(07:27) Organizing Receipts

(08:58) Filing 1099s

(09:37) Mileage Log for Business Deductions

(10:28) The Importance of Early Tax Preparation

(11:11) Conclusion and Final Tips

 

____________________

Resources Referenced:

86. Retirement Plans for Consultants | https://www.ericagoode.com/podcast/ep86

____________________

Connect with Erica | Website | Contact Form