How to Get Your Books Tax-Ready Before Filing Season

Tax season doesn’t have to be stressful. The key is preparation. Here’s how you can make sure your books are ready when it’s time to file:

1. Keep Transactions Categorized
Make sure income and expenses are recorded in the right categories. This saves time and reduces errors.

2. Reconcile All Accounts
Match your books with your bank statements to ensure everything is accurate.

3. Track 1099s and W-2s
Confirm you have complete records for contractors and employees.

4. Organize Receipts
Digital copies are fine, but make sure they’re easy to locate if the IRS asks.

5. Work With a Tax Professional
Don’t wait until April to find help. Having clean books year-round ensures fewer surprises.

Bottom line: Preparing throughout the year makes tax season smooth and stress-free.

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