Get Ahead of the 2023 Tax Season

As we say hello to 2024, we want to provide you with some important reminders for the upcoming preparation of your 2023 business tax return.

In order to get started in a timely fashion we request you send the following items as soon as you can but no later than February 15, 2024.  More information may be required to finish your return but these items will allow us to begin the initial analysis. We will follow-up as needed.  In addition to this reminder, we may also provide a more detailed item request list.

• 2023 Trial Balance (or 2023 bank statements)
• 2023 Fixed Asset Additions/Disposals
• Signed Engagement Letter