What To Bring For Your Tax Appointment
Getting ready for your tax appointment? Make sure you’ve prepared all what you need for your tax appointment to save time and your effort in the preparation process. Check out our list below and print out your own copy today!
Getting organized to prepare for your tax appointment can save you a ton of time, and is well worth the effort.
If it’s just after tax season, this list will help you know what documents to keep an eye out for throughout the year and set aside. If your tax appointment is right around the corner, this list is a great resource to help you track down the right documents.
With all of the changes every year (and, of course, that’s especially true THIS year), filing your taxes on your own is not for the faint of heart. That’s even with nice-looking softwares on the market which purport to make it easy for you.
But that’s what we’re here for.
Let us be your easy button in North Atlanta.
Below is a list of what you will need during the tax preparation process. Not all of them will apply to you — probably MOST will not. Nonetheless, it’s a useful tax preparation checklist. Feel free to even print it out and keep a copy in your filing cabinet
Before you get overwhelmed: yes, this is a long list — but it’s the unfortunate reality of our tax code that it’s not even comprehensive! But these items will cover 95% of our North Atlanta clients. Really, this is for ensuring that we’re able to help you keep every dollar you can keep under our tax code.
Even if for some strange reason you won’t be using our cost-effective services this year, feel free to use this list as a handy guide…
Tax Preparation Checklist
CFO Services – Making Life Easier for Law Firm Owners
As the owner of a law firm, you’re probably well aware of how time-consuming and complicated financial management can be. But what if you had an expert on board to handle all of the accounting, budgeting, and financial strategy for you? CFO services for law firms are...
Outsourced CFOs Help To Improve Your Financial Management And Decision-Making
As a law firm owner, you understand the importance of being financially savvy in your business. One of the biggest challenges that law firms face is managing their finances effectively, which can impede decision-making processes. Financial management challenges can...
CFO Defined: What sets a CFO apart from a Bookkeeper and an Accountant?
As a law firm owner, you might have come across three job titles that seem to overlap – bookkeepers, accountants, and Chief Financial Officers (CFOs). At first glance, it’s easy to assume that these three perform similar functions, but there are fundamental...
The CFO’s Role in Accounts Receivable & Payable Process and Financial Reporting for Law Firm Owners
As a law firm owner, managing your financials can be a daunting task, especially when it comes to accounts receivable and payable. However, with the right financial team in place, you can smoothly manage these areas of your business. In this blog post, we will discuss...