Business Tax Return Preparation

Jason Watson, CPA

1 year ago

By Jason Watson, CPA
Posted Saturday, November 4, 2023

We get asked often, “What do you need to prepare my business tax returns?” Or, “what should I be recording or keeping track of throughout the year?” We created a template called the Simplified Business Operations (SBO) Worksheet. While spreadsheets and templates are only meaningful to the spreadsheet designer, you might find value and some helpful hints.

Here is the link to our SBO-

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Here is also a checklist of all the things we need beyond revenue and expenses for the preparation of your business tax return-

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Even if you don’t use WCG CPAs & Advisors, you might find these tools helpful.

Jason Watson, CPA, is a Senior Partner of WCG CPAs & Advisors, a boutique yet progressive tax, accounting
and business consultation firm located in Colorado serving small business owners and taxpayers worldwide.

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We typically schedule a 20-minute complimentary quick chat with one of our Partners or Senior Tax Professionals to determine if we are a good fit for each other, and how an engagement with our team looks. Tax returns only? Business advisory? Tax prep, and more importantly tax strategy and planning?

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