Tax Planning For Small Businesses
  • Create Calendars - To track important payroll and tax filing dates.

  • Maintain Documents such as previous years tax records, business financial statements, ledgers, bank statements and receipts.

  • Track Business Expenses such as travel & entertainment, gas, mileage, auto repairs, legal expenses, home office expenses, etc...

  • Establish and/or make contributions to Self Employed Pension (SEP) or Self-Employed 401(k) plans. 
COVID-19 Tax Resources