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Tax tips to help your business

• Hire a certified public accountant that is experienced not only

in accounting, but in wealth management as well.

• Don’t wait until March to find someone to help you.

• Ask the people you trust the most for a referral.

• Interview the firm before you decide.

• Make sure that your needs are compatible with the accountant’s

approach.

• Automate your paperwork to make things easier.

• Organize your information or ask for the accountant’s help.

• Ask if the accounting firm offers QuickBooks training.

• Have your accountant create a database

specifically for your business.

• Maintain a paper trail of receipts and bank statements.

• Categorize your expenses.

• Keep your accountant up to date with changes in your business.

• Keep in mind your fiscal year end when planning

major purchases and/or improvements.