Time to send last year’s data off to the accountant. We had a meeting about a month ago to review preliminary information and make sure we understood what he would need. That was really helpful, cleared up some confusion right away and settled on a preliminary schedule. This is our first tax season with this particular professional. He came highly recommended from a friend with a similar size and type of business. That personal recommendation was huge in our decision making. Although, as we’re a company that specializes in customer references, you would expect we’d want references before making big decisions ourselves!
All our financial data is in QuickBooks so it was pretty painless to send it off. Let’s hope the tax results are pain-free too!