Tax season feels a whole lot easier when you start with a clear, organized plan. Before you file, take time to gather and sort everything you’ll need — it saves stress, reduces mistakes, and helps ensure you don’t miss out on valuable deductions. Here’s a simple step-by-step checklist to get you prepared.
1. Collect All Income Records
Gather invoices, payment reports, bank statements, and any 1099 forms. Make sure everything matches your bookkeeping.
2. Compile Business Expenses
Sort receipts, subscriptions, software costs, office supplies, marketing expenses, and professional services. Group them by category to simplify filing.
3. Review Home Office & Mileage Logs
If you qualify for these deductions, double-check your year-long records and totals.
4. Update Your Financial Summary
Create a clean profit-and-loss summary so you can clearly see your income versus expenses.
5. Confirm Quarterly Payments
Verify your estimated tax payments so everything aligns correctly.
A little organizing now makes tax filing faster, cleaner, and far less overwhelming.
-Jamie Lindemulder
jamielindemulder.com 
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