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Good record-keeping is essential for tax planning. I will guide you in maintaining organized financial records, including income statements, balance sheets, receipts, and invoices. This documentation will be crucial during tax preparation and in the event of an audit.

Maintain Chart of Accounts

Maintaining consistency in naming conventions and account classifications is essential for accurate financial reporting. I will establish guidelines to ensure that new accounts are named and classified consistently to prevent confusion or duplication.

Regular review and updates to the chart of accounts are necessary to accommodate changes in your business operations, financial reporting requirements, or tax regulations. I will periodically assess the accounts' relevance and make adjustments as needed.

Tax Season Preparation

I will identify all eligible tax deductions and credits that apply to your business. This could include expenses such as office rent, utilities, business equipment, employee salaries, and benefits. By maximizing your deductions and credits, we can minimize your taxable income.

Bank Reconciliation

Bank statement reconciliation is a crucial process for ensuring the accuracy of your business's financial records. I will compare transactions listed on financial statements with your accounting records, match transactions, identify discrepancies, investigate and correct errors, and reconcile the final balance. This will verify the accuracy of your financial data, detect any discrepancies, and maintain reliable records for decision-making, cash flow management, and audit purposes. Regular reconciliation helps ensure that your business's financial information is up to date and trustworthy.

Individual Consultation

Depending on your business's growth and future plans, I may recommend reviewing your entity structure to determine if it's still the most tax-efficient option. For instance, changing from a sole proprietorship to an LLC or S-corporation can have different tax implications. Throughout the tax planning process, I will maintain open communication with you to understand your business goals and any significant changes that may impact your taxes. This collaboration allows us to develop a tax strategy tailored to your specific needs.

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