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Today I’m diving into the crucial steps entrepreneurs can take to eliminate tax season stress. As a CPA and business owner, I’m sharing practical tips to ensure a smoother tax preparation process. From the importance of proper bookkeeping to setting clear expectations with your accountant, these insights offer valuable guidance for business owners. You will also find a valuable tool for organizing tax documents and learn the benefits of proactive communication with your accountant.
What you'll hear in this episode:
05:53 Establish tax season expectations with your accountant. 08:46 Create inventory list, organize important documents securely. 10:58 Keep all tax documents in one place.
If you like this episode, check out:
The Truth Behind TikTok Tax Strategies
Harness the Benefits of an Accountable Plan in Your Business
The Tax Impact of Selling Digital Products
Want to learn more so you can earn more?
Transform your small business journey – download the Small Business $tarter Kit here.
Click here to take our Podcast Listener Survey - we appreciate your feedback!
Visit keepwhatyouearn.com to dive deeper on our episodes
Visit keepwhatyouearncfo.com to work with Shannon and her team
Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ
Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/
The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.
By Shannon Weinstein5
194194 ratings
Today I’m diving into the crucial steps entrepreneurs can take to eliminate tax season stress. As a CPA and business owner, I’m sharing practical tips to ensure a smoother tax preparation process. From the importance of proper bookkeeping to setting clear expectations with your accountant, these insights offer valuable guidance for business owners. You will also find a valuable tool for organizing tax documents and learn the benefits of proactive communication with your accountant.
What you'll hear in this episode:
05:53 Establish tax season expectations with your accountant. 08:46 Create inventory list, organize important documents securely. 10:58 Keep all tax documents in one place.
If you like this episode, check out:
The Truth Behind TikTok Tax Strategies
Harness the Benefits of an Accountable Plan in Your Business
The Tax Impact of Selling Digital Products
Want to learn more so you can earn more?
Transform your small business journey – download the Small Business $tarter Kit here.
Click here to take our Podcast Listener Survey - we appreciate your feedback!
Visit keepwhatyouearn.com to dive deeper on our episodes
Visit keepwhatyouearncfo.com to work with Shannon and her team
Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ
Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/
The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.

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