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Prepare for Tax Season

Quarter 1 is a critical time for preparation, especially with Tax Day approaching.


Here are 5 important things you should do in Q1 to get ahead:

  1. Organize Your Financial Documents – Gather receipts, income records, and expense summaries for accurate filing.

  2. Book Your Tax Appointment – Don’t wait until the last minute. Secure a time with your tax preparer now.

  3. Send Out 1099s and W-2s – These are due to recipients by January 31.

  4. Review Your Estimated Tax Payments – Make sure your 2024 estimated tax payments were sufficient and prepare for your first 2025 payment in April.

  5. Schedule a Compliance Check – Stay in good standing with the IRS and your state by ensuring all your filings are current.


Need help getting your documents in order or staying compliant? We’re here to help.


 
 
 

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