Before You File Replay: Small Business Tax Prep Checklist + Common Mistakes to Avoid
Catch the replay + get organized before filing season hits.
Hi Business bestie,
Missed our 1st Live Session of 2026?
Or you were there but need to run it back (because let’s be honest… tax prep is not a “one listen” kind of topic 😅)?
The replay is now available for Before You File, a practical tax prep session for business owners getting ready to file, whether you’re meeting with a tax professional or filing on your own.
Our guest Tamica Goode, MBA, CPA breaks down:
• What to have ready before you file
• Common tax-time mistakes business owners make
• How to organize your income + expenses
• What to review so your return reflects your business accurately
Before You File: Small Business Tax Prep Checklist
• Business structure, EIN, and updated business information
• Profit & Loss statement for full year
• 12 months of business bank and credit card statements
• All 1099 forms received (1099-K, 1099-NEC, 1099-MISC)
• Summary of all income sources
• Categorized business expenses for the year
• Documentation for deductions
• Home office calculation
• Mileage log with business purpose
• Payroll reports
• Contractor payments + W-9 forms
• Equipment/asset purchase details
• Loan balances and interest statements
• Reconciled bank accounts
• List of estimated tax payments
• Review of unusual or large expenses for accuracy
Tip: Use this checklist while watching the replay.
QuickBooks Mention
During the conversation, I shared why QuickBooks is a platform I use and often reference when talking about business finances. If you’d like to see if it’s a fit for you, you can learn more here: SIGN UP HERE
🎥 Watch the replay, video below 👇🏾