Small Business Consultation

Small business are the backbone of the American economy. If you are a small or micro business owner, you should concentrate on running your business and get a competent CPA to help you with the record keeping and tax preparation.

I offer the following services to writers:

  • Tax Review: Review a prior year tax return during off season (May-December)
  • Start Up Consulting: Phone consultation with a start up small business owner

Articles on record keeping in a micro business

Tax Prep

What do I need to prepare my taxes? Paperwork like W-2s, bank interest earnings, names, social security numbers and dates of birth of everyone in your family. I also like to see last year’s tax return if not prepared by me. Here’s a Tax Return Checklist of the items you’ll need to prepare your tax return.

My Small Business Startup Guide

I share this 11 page guide with many of my clients that are interested in starting a business. Its short but sweet with information about basic record keeping, deductible expenses and even a sheet to summarize all their expenses at tax time!

Small Business Start Up Guide

My Small Business Expense Form

Many small or micro businesses do their own record keeping and only need a CPA services to prepare their tax return.  This one page form is helpful for summarizing all small business expenses making tax preparation easier and less costly.

Small Business Expenses Form