FEBRUARY 2025
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?
Freebie Alert!
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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! 💕
