As year end approaches, it’s time to get your business financials to your CPA for last-minute planning. It’s best to do this right about now, in case you have some major changes in your tax position. Your CPA can help you plan what you might have to pay at year end.
For our bookkeeping clients, we automatically send this information over to their CPA automatically so the client knows where they sit at year end.
I generally recommend that you send the financials over, then follow up with your CPA by phone a week or so later (so they could have some time to look at the numbers.
Until later,
Terri Zeh Jacobson
Resources Inc
