12 things to have in order before your tax preparer asks — plus the deadlines that actually matter. Written in plain English by someone who spent 13 years on the lending side of small business.
Free. No catch. If you came from an email, no form needed — one click and it is yours.
The three documents that make everything else easier — and why a separate bank account matters more than you think.
What counts as gross receipts, what records to keep, and the W-2 vs 1099 question that trips up trade owners.
Where real tax money is saved: Section 179, bonus depreciation, mileage vs actual expenses.
March 15, April 15, January 31 — the only three dates you need on the calendar this year.
Kyle Castle is a QuickBooks Online ProAdvisor with 13 years of lending and banking experience with small businesses. He spent those years reviewing financials and approving — or declining — the loans behind companies like yours. Today he helps trade and small business owners keep their books clean and their taxes calm.
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