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 👇🏾