BUSINESS OWNERS · 5 STEPS · 2 MIN READ

Get your business ready for tax season in 5 steps

Turn scattered records into an organized package for your tax preparer.

KFN Accounting & Financial, LLC · November 12, 2026

1. Confirm the document checklist.

Ask your preparer which reports, returns and supporting documents are needed for your business and its owners.

2. Reconcile your accounts.

Match bookkeeping balances to bank and credit card statements. Investigate missing or duplicate entries.

3. Review unusual transactions.

Flag owner transfers, loans, asset purchases and personal spending for review. Do not assume every payment is a deductible expense.

4. Gather supporting records.

Organize payroll reports, financing documents and major purchase invoices. Include prior returns and any tax notices.

5. Discuss changes and next steps.

Tell your CPA about new states, ownership changes or plans to expand. Confirm which services are included and whether a separate planning engagement is appropriate.

General educational information. These organizational tips do not establish eligibility for a deduction or guarantee tax savings. Your circumstances determine the advice you need.