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-
Here is also a checklist of all the things we need beyond revenue and expenses for the preparation of your business tax return-
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 clients worldwide.
Taxpayer's Comprehensive Guide to LLCs and S Corps 2023-2024 Edition
This KB article is an excerpt from our 400+ page book (some picture pages, but no scatch and sniff) which is available in paperback from Amazon, as an eBook for Kindle and as a PDF from ClickBank. We used to publish with iTunes and Nook, but keeping up with two different formats was brutal. You can cruise through these KB articles online, click on the fancy buttons below or visit our webpage which provides more information at-
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Taxpayer's Comprehensive Guide to LLCs and S Corps 2023-2024 Edition