Profit Expert

Why Organize Tax Documents?

Many small business owners collect their financial information in a box during the year. Maybe you have even invested in a popular accounting software, like QuickBooks, Sage, or Excel. After the year is over, you are going to take the information to a tax preparer and hope he/she can sort through the materials and arrive at the information the IRS is looking for.

If this scenario matches your business practice, you are missing something. If the information were available to you throughout the year, you could take advantage of tax deductions and tax planning solutions that would reduce your tax liability.

2019 Tax Filing Calendar

  • Personal Tax Return (Form 1040)April 15, 2019
  • Partnership Tax Return (Form 1065)March 15, 2019
  • Sub chapter S Corporation (Form 1120S)March 15, 2019
  • Standard Corporation (Form 1120)April 15, 2019
  • Trust and Estates (Form 1041)April 15, 2019
  • Non-Profit (Form 990 Series)May 15, 2019
  • Wage forms (Form W-2)January 31, 2019
  • Non employee Compensation (Forms 1099-MISC)January 31, 2019

Credit & Deduction Review

You may benefit from itemizing your deductions on Schedule A (Form 1040) if you:

Individuals Tax Return Prep $300

Business Returns Prep $700


Start your return here with help online.

What is Tax Planning?

The steps to results:

On a periodic basis, we will review all accounting transactions. This includes checks, deposits, and other transactions affecting the checking account. It also includes estimates, invoices, credit memos, and all customer transactions. It includes vendor transactions: bills, item receipts, checks, credit card charges and purchase orders.
We will review the bank reconciliation for the checking account. We will also enter adjusting journal entries as necessary, including depreciation.

Tax Plans


Call 323-743-3816