2020 Tax Checklist
Now, this list isn’t all-encompassing but it should give you a good idea of what to have ready for your CPA/Accountant. As a business owner, I encourage you to hire a CPA/accountant that specializes in taxes. Not all CPA/accountants are created equal and some are much more familiar with working with small business owners. I know it may be tempting to handle your own taxes, get a friend, or even go to one of the larger tax companies, but in my experience, small firms are more advantageous for us.
In addition to the checklist, my biggest piece of advice is to make sure you know your numbers!