What you need to be aware of with current proposed IRS improvements.

To make your process easier and more efficient, we suggest you take a quick look at this checklist to pre-determine possible information we may need to do our best work for you.

Reference this 2023 US Comprehensive Income Tax Organizer to help collect personal data and tax documentation.

Use this Business Income & Expense Worksheet to organize income, expenses, costs of goods sold, and other business related expenses.

Use this Rental Income & Expense Worksheet to organize rental income, expenses, and current year improvements.

Use the Home Office Worksheet to organize home-office expenses and asset purchases, and calculate the size of your home office.

Use the Business Vehicle Worksheet to help calculate vehicle expenses and mileage.

Is $100,000 in income worth the same for a business owner as it is for a W-2 employee?

What are the Top 10 things a prospective franchisee should look at when reviewing a Franchise Disclosure Document (FDD)?

The Augusta Strategy allows homeowners to rent out their residence to their business for up to 14 days per year without incurring taxable income.

This checklist is designed to help you identify key areas to address before December 31, while also preparing you for the year ahead. By asking the right questions and taking intentional steps, you can ensure your tax strategy supports your broader financial and operational goals.

Step 1: Log in to your Quickbooks online.

Step 2: Click on “Settings” and choose “Manage users.”

Note: Once you hit “Manage users,” you will see 2 options: “Users” and “Accounting Firms.”

Step 3: Click “Accounting Firms” and enter the email address (accounting@reedercpagroup.com) and the name.