4 Things Your Accountant will Need to Complete Your Taxes

What do you need to give your accountant to prepare taxes? First, your completed QuickBooks file that is reconciled through December. Next bank/credit card statements for all accounts (my tax preparer only needs the Dec statements). Reports from your payroll company about taxes paid and amounts worked for each employee. Also, copies of 1099s issued and received from eligible clients. Plus a few more things!

RESOURCES MENTIONED IN VIDEO:

Previous
Previous

Bookkeeper Marketing Without Social Media (find clients)

Next
Next

My Payroll Predicament (Managing a S-corp Salary for Bookkeepers)