Are you organized?
Manage episode 413895681 series 3419165
Dive into the complexities of tax preparation with Jeff’s invaluable insights for real estate agents. Get your tax prep checklist, conquer the tax organizer, and safeguard against audits with a robust balance sheet. Tune in now to avoid costly errors and keep your finances in impeccable order.
In this episode, we dive deep into:
- The essential tax prep checklist for real estate agents
- How a comprehensive tax organizer helps clients provide all the required information for their tax returns
- The importance of completing the tax organizer in small steps to alleviate anxiety and ensure accuracy
- The crucial role of a balance sheet in a business during an audit, showing bank account balances, credit cards, loans, and other debts
- Maintaining accurate and balanced bookkeeping
"Whether you do your own taxes or have a tax preparer do your taxes, having all your documents and information ready to go will save you a lot of time and headache." – Jeff Hockett
Connect with Jeff:
Website: https://www.hocketttax.com/
Email: jeff@hocketttax.com
Twitter: https://twitter.com/taxgamecoach
Facebook: https://www.facebook.com/hocketttaxandpayroll
YouTube: https://www.youtube.com/channel/UCO30L8kMHVodK8eutw1alQg/videos?view=0
LinkedIn: www.linkedin.com/in/hocketttax
Instagram: https://www.instagram.com/hocketttax/
102 episódios