Upload your tax-prep documents before your meeting to improve your yearly estimates to make better tax-related decisions this year and next.
Tax Planning Meeting Prep
Upload your tax-prep documents before your meeting to improve your yearly estimates to make better tax-related decisions this year and next.
Tax Planning Meeting Prep
We are interested in all expenses for the year that might be relevant for taxes. A list of expenses in a spreadsheet or doc is great. Your business credit card statements could also work.
Expenses
so far this year
so far this year
What we are looking for is an estimate for total family and company income for the year. Recent paystubs from you and your partner work fine. We are interested in all forms of income.
Income
so far this year
so far this year
Make a list of any changes this year that could effect your taxes such as marriage, divorce, new dependent, and sale of a house.
What to prepare
Tax-relevant info
for this year
for this year
What to prepare
We are interested in all expenses for the year that might be relevant for taxes. A list of expenses in a spreadsheet or doc is great. Your business credit card statements could also work.
Expenses
so far this year
so far this year
What we are looking for is an estimate for total family and company income for the year. Recent paystubs from you and your partner work fine. We are interested in all forms of income.
Income
so far this year
so far this year
Make a list of any changes this year that could effect your taxes such as marriage, divorce, new dependent, and sale of a house.
Tax-relevant info
for this year
for this year
Keep receipts including for gas and meals.
Items in bold have more limitations, depend on circumstances
Potentially Deductible Business Expenses
- 401K/Retirement Account Funding
- Advertising and Promotion
- Auto Expenses1
- Bank Charges
- CME Expenses
- Contract Labor/Assistance
- Donation Expense
- Dues & Subscriptions
- Home Office Expense2
- Insurance (Health & Malpractice)
- Licensing Expenses
- Meals3
- Medical Expense (only when incorporated)
- Office Furniture
- Office Supplies & Equipment
- Parking & Tolls
- Professional Fees (including CPA)
- Taxes Paid - City or Sales
- Telephone & Internet
- Travel & Accommodations for Business Trips
- Uniform4
1Split by Category – Miles, Fuel, Insurance, Repair, Lease
2Need size of home, of office, and expenses by category
3NOT daily meals, rather business meetings – Entertainment not deductible
3NOT daily meals, rather business meetings – Entertainment not deductible
4COVID supplies, White Coats & Scrubs)
Potentially Deductible Business Expenses
Keep receipts including for gas and meals.
Items in bold have more limitations, depend on circumstances
- 401K/Retirement Account Funding
- Advertising and Promotion
- Auto Expenses1
- Bank Charges
- CME Expenses
- Contract Labor/Assistance
- Donation Expense
- Dues & Subscriptions
- Home Office Expense2
- Insurance (Health & Malpractice)
- Licensing Expenses
- Meals3
- Medical Expense (only when incorporated)
- Office Furniture
- Office Supplies & Equipment
- Parking & Tolls
- Professional Fees (including CPA)
- Taxes Paid - City or Sales
- Telephone & Internet
- Travel & Accommodations for Business Trips
- Uniform4
1Split by Category – Miles, Fuel, Insurance, Repair, Lease
2Need size of home, of office, and expenses by category
3NOT daily meals, rather business meetings – Entertainment not deductible
4COVID supplies, White Coats & Scrubs)
Non-Deductible
Business Expenses
Business Expenses
- Fitness or Social Club Dues
- Life & Disability Insurance
- Movies, Sporting and Music Events
- Gifts over $25
- Formal/Work Clothing
- Student Loan Payments
- Child Care Expenses
Non-Deductible
Business Expenses
Business Expenses
- Fitness or Social Club Dues
- Life & Disability Insurance
- Movies, Sporting and Music Events
- Gifts over $25
- Formal/Work Clothing
- Student Loan Payments
- Child Care Expenses