3WAYS TO KEEP YOUR CPA HAPPY THIS TAX SEASON

Savvy CEOs who manage by the numbers don’t fear tax season.

We love our Officeheads’ vetted CPAs. Here’s what they need to stay happy

when tax season rolls around:

#1A clean copy of your books

Give your CPA a copy of your QuickBooks (or other program) file that is:

COMPLETE

ACCURATE

UP-TO-DATE

Don’t have a bookkeeping software?

Then you’ll need:

• P & L• Balance sheet• General ledger

#2Complete tax documentation

If the envelope says:

“Important Tax Information Enclosed”

hand it over.

#3Year-end statements

Every year-end monthly statement

From every financial institution

Dated December 31*

*or sometimes January

WANT SOME BONUS POINTS?

“Get your information in early.”Kristi Glass, Smith Elliott Kearns & Company

Hagerstown, Maryland

“If you have out-of-town travel scheduled between now and April 18, please let your CPA

know in advance.”James Pepa, Porte Brown

Evanston, Illinois

“Send your information and questions in an email vs.

calling so we can reply on our own timeline, and understand

if it is not right away.”Bart Eilts, Eilts & Associates

Chicago, Illinois

And one more thing…

“Consolidate all of your information and submit it in one

package.”Every CPA

Everywhere

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