If you run your business as a C Corporation, S Corporation, or LLC, this one’s for you.(If you’re self-employed, you can sit this one out.)

We’re officially kicking off business tax preparation, and now is the time to get everything in order so we can file accurately, efficiently, and on time—without any last-minute stress.

What You Need to Know

To keep the process moving smoothly, we’ll need your completed financial statements no later than January 15.

This includes your finalized books for the year.

If you work with a bookkeeper, please forward our tax prep checklist to them and ask that your books be prioritized.

Clean, up-to-date financials allow us to:

• Identify tax-saving opportunities

• Avoid delays and extensions

• Ensure your return is prepared accurately the first time

Why the January 15 Deadline Matters

The earlier we receive your financials, the more time we have to:

• Review your numbers thoroughly

• Address any issues or discrepancies

• Strategize proactively, rather than reactively

Waiting until the last minute often limits options—and we want to make sure you’re in the best possible position.

Questions or Want to Talk It Through?

If you have questions, need clarification on the checklist, or would like to schedule a call to walk through next steps, just let us know. We’re here to make the process as seamless as possible.

Let’s get ahead of tax season and start strong.