Small Business Tax Organizer Kit

Best for: Small business and LLC owners gathering a broad set of records for their tax preparer.

Use it to: Organize income, expenses, possible deductions, quarterly payment records and year-end details.

Files & software: Organizer and deduction-finder workbooks, Excel income/expense and quarterly planning trackers, and quick-start instructions.

Choosing between tools? Choose this for a broad small-business tax organization kit. For first-year setup, see the New LLC First-Year Tax Setup Kit; for catching up on messy records, see the Bookkeeping Cleanup Workbook & Checklist.

Product details

The Small Business Tax Organizer Kit is a CPA-created digital toolkit designed to help small business owners get organized before tax time.

Inside, you’ll receive a guided workbook, income and expense tracker, deduction finder workbook, and quarterly tax planning tracker to help organize your income, expenses, mileage, 1099 information, possible deductions, and year-end tax details.

This kit is perfect for small business owners, LLC owners, side hustlers, and freelancers who want a simple system to stay organized and feel more prepared before sending information to a CPA or tax preparer.

Includes:

• Small Business Tax Organizer Workbook

• Excel Income & Expense Tracker

• Small Business Deduction Finder Workbook

• Quarterly Tax Planning & Payment Tracker Excel Workbook

• Quick-start instructions

This is a digital download. No physical product will be shipped.