< 1 minute read
The arrival of a new year means that it’s time to prepare your prior year-end items for your tax preparer. To make that process as easy as possible, Carol Feliciano, former VtSBDC consultant and owner of 802 Books & Taxes, has created a complete checklist of everything you will need. While this was created a few years ago, the checklist remains helpful today!
As the business owner you can use this checklist to:
- Review your own financial statements.
- Give to your bookkeeper as a year-end guide to ensure the books are tax ready. And then use the checklist to review your bookkeeper’s performance and workflows.
- Identify complex issues to bring up with your tax preparer or accountant.
- Discuss business strategies and operations questions with your VtSBDC advisor.
We hope these resources will enable you to be empowered to understand your business’ financial picture, assess your profitability, and know the important questions to ask.
Looking for more? Check out our resources page or request advising from a regional advisor!
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