Roses are Red, Violets are Blue…
There are only 70 more days until your individual taxes are due!
It’s time to ask yourself these questions:
FOR BUSINESS OWNERS
- Are all my income and expenses entered and categorized for 2024
- Have I reconciled my accounts (including any payroll and loan balances)?
- Have I sent all required 1099s and W-2s?
- Have I organized additional tax info like my mileage log, home office deductions, retirement contributions, and estimated taxes paid?
FOR INDIVIDUALS
- Which tax documents am I still waiting to receive? PRO TIP: Use your accountant’s tax organizer to help you figure this out!
- Have I sent my tax accountant everything they need to file my return?
Do I need to make any additional retirement contributions for 2024?
The nature of my job as a bookkeeper/CFO means I work with a lot of brand new business owners (and it’s one of the most rewarding parts of my job!).
But I’ve noticed that I end up explaining a few certain finance concepts over and over again… so, why not put it all into a free guide?!
The truth is, you don’t know what you don’t know when it comes to running a business! While you’re probably an expert in whatever you’re offering to your clients, you might be overlooking something when it comes to taxes and accounting. That’s where working with a financial professional can save you tons of money and headaches!
The information provided in this guide is not intended as financial advice. Please consult with your accountant to advise on your specific financial situation.
This freebie was originally shared in a past newsletter and may no longer be available for instant download.
If you’re looking for this resource or have a question, feel free to email us and ask if its still available!
This is our busiest time of year, and that can come with a slight delay in our normal response time. If you’re a current client, please email [email protected] and we’ll get back to you with more information. If you would like to become a client, please schedule a time using the link on our website.
But don’t worry – we’re not going to ghost you! Stay connected with us:
On social media through Instagram and LinkedIn
Schedule a call using our website
And you’ll always find us in your inbox!
Have a friend who could use our help this tax season?
Have a fantastic February! 💕
Lourene Bouffard
[email protected]
www.everypennybooks.com
(518) 290-8330