04/09/2026
๐๐ณ ๐๐ผ๐'๐๐ฒ ๐ฏ๐ฒ๐ฒ๐ป ๐ธ๐ฒ๐ฒ๐ฝ๐ถ๐ป๐ด ๐๐ฝ ๐๐ถ๐๐ต ๐๐ผ๐๐ฟ ๐ฏ๐ผ๐ผ๐ธ๐ ๐ฎ๐น๐น ๐๐ฒ๐ฎ๐ฟ, ๐๐ผ๐๐ฟ ๐๐ฃ๐ ๐ถ๐ ๐ฝ๐ฟ๐ผ๐ฏ๐ฎ๐ฏ๐น๐ ๐ฎ๐น๐ฟ๐ฒ๐ฎ๐ฑ๐ ๐ฎ ๐ต๐ฎ๐ฝ๐ฝ๐ ๐ฐ๐ฎ๐บ๐ฝ๐ฒ๐ฟ. ๐ง๐ต๐ฎ๐'๐ ๐ฒ๐
๐ฎ๐ฐ๐๐น๐ ๐๐ต๐ฎ๐ ๐ด๐ผ๐ผ๐ฑ ๐ฏ๐ผ๐ผ๐ธ๐ธ๐ฒ๐ฒ๐ฝ๐ถ๐ป๐ด ๐ถ๐ ๐๐๐ฝ๐ฝ๐ผ๐๐ฒ๐ฑ ๐๐ผ ๐ฑ๐ผ.
But there are a few things that may still be needed:
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Mileage logs if you track vehicle use for business
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Home office details: square footage, utility costs, etc.
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Major equipment or asset purchases worth discussing for depreciation
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Any income statements or tax forms you've received this year; your CPA will know exactly what to do with them
If this year felt smooth, that's the goal! If it felt more stressful than you would have liked, next April doesn't have to be.
๐ช๐ฒ ๐ต๐ฒ๐น๐ฝ ๐๐บ๐ฎ๐น๐น ๐ฏ๐๐๐ถ๐ป๐ฒ๐๐๐ฒ๐ ๐ถ๐ป ๐ก๐ผ๐ฟ๐๐ต ๐๐ฒ๐ผ๐ฟ๐ด๐ถ๐ฎ ๐๐๐ฎ๐ ๐ผ๐ฟ๐ด๐ฎ๐ป๐ถ๐๐ฒ๐ฑ ๐ฎ๐น๐น ๐๐ฒ๐ฎ๐ฟ ๐น๐ผ๐ป๐ด, ๐๐ผ ๐๐ฎ๐
๐๐ฒ๐ฎ๐๐ผ๐ป ๐ถ๐ ๐ท๐๐๐ ๐ฎ๐ป๐ผ๐๐ต๐ฒ๐ฟ ๐๐ฒ๐ฒ๐ธ & ๐ป๐ผ๐ ๐ฎ ๐ฐ๐ฟ๐ถ๐๐ถ๐. ๐๐ณ ๐๐ผ๐'๐ฑ ๐น๐ถ๐ธ๐ฒ ๐๐ผ ๐ฏ๐ฒ ๐ฟ๐ฒ๐ฎ๐ฑ๐ ๐ณ๐ผ๐ฟ ๐ป๐ฒ๐
๐ ๐๐ฒ๐ฎ๐ฟ, ๐น๐ฒ๐'๐ ๐๐ฎ๐น๐ธ ๐ฎ๐ฏ๐ผ๐๐ ๐ถ๐.
706-851-1358