Tax season doesn’t have to be overwhelming. Use this checklist to make sure you have everything you need to file accurately — and take advantage of every deduction you deserve.

---

✅ What to Gather:

• 📁 Business income records
  • Bank statements
  • Invoices and receipts
  • 1099s received
• 💳 Expense records
  • Office supplies, software, travel, meals, advertising
  • Mileage logs (if applicable)
  • Contractor payments
• 🧾 Payroll and employee records
  • W-2s issued
  • Payroll tax filings
  • Employer tax payments
• 🏢 Business structure documents
  • EIN and LLC/corporation paperwork
  • Prior year tax return
• 💼 Asset and depreciation info
  • Equipment purchases or disposals
  • Depreciation schedules (if any)

---

Bonus Tip:
Work with your accountant before year-end to implement tax strategies — not after!

📥 Need help preparing these items? Schedule a consultation