{"id":1640,"date":"2024-01-22T09:00:00","date_gmt":"2024-01-22T15:00:00","guid":{"rendered":"https:\/\/blockadvisors.com\/?p=1640"},"modified":"2025-02-13T18:02:27","modified_gmt":"2025-02-14T00:02:27","slug":"prepping-for-prep","status":"publish","type":"post","link":"https:\/\/hrbscaletest.hrblock.com\/resource-center\/small-business-tax-prep\/prepping-for-prep\/","title":{"rendered":"Small business tax preparation 101: what to bring to tax appointments"},"content":{"rendered":"\n<p>Even if you\u2019re on top of your small business expenses and other tax-related tasks, making an appointment with your tax professional can feel stressful. But what if you&#8217;re not the type to have all the required tax documents perfectly organized? After all, who has time for that? <\/p>\n\n\n\n<p>Don&#8217;t panic! Block Advisors is here to share how you can prepare for your tax prep appointment. Read on to find out what to bring to your tax appointment. Learn a few tips on how to keep your small business taxes running smoothly and hear what your tax pro needs from you to keep your tax filing on track.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Filing Small Business Taxes | Block Advisors by H&amp;R Block\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/UJmOwPDEosM?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<div class=\"wp-block-create-block-hrb-large-article-cta\" class=\"wp-block-create-block-hrb-large-article-cta\" style=\"background-color:#005d1f\"><div class=\"hrb-large-article-cta--image\" style=\"background-image:url(&quot;https:\/\/www.blockadvisors.com\/resource-center\/wp-content\/uploads\/2023\/04\/block-advisors-endorsement-logo-1_white-1.png&quot;);background-size:contain;background-position:center;background-repeat:no-repeat\"><\/div><div class=\"hrb-large-article-cta--copy #ffffff\"><h3 class=\"main-heading\">Save up to 30% on your small business tax prep<\/h3><p class=\"main-copy\">Our experts are available in-office and remotely all year long<\/p><div class=\"quick-links-list\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.blockadvisors.com\/small-business-tax-preparation\/\">Make an appointment<\/a><\/div>\n<\/div><\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-but-first-how-long-does-a-tax-appointment-take\">But first: How long does a tax appointment take?<\/h2>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"alignright size-large\"><img decoding=\"async\" src=\"https:\/\/www.blockadvisors.com\/resource-center\/\/wp-content\/uploads\/2021\/10\/Small-business-tax-appointment.jpg\" alt=\"small business tax prep appointment\n\"\/><\/figure>\n<\/div>\n\n\n<p>If you question, \u201cHow long does a tax appointment take?\u201d The answer is it varies. Lots of things contribute \u2013 at the end of the day, it depends on the complexity of your small business taxes.<\/p>\n\n\n\n<p>Block Advisors small business certified tax pros are here to take the burden of tax prep off your mind. Our experts take the time to understand the nuances of your small business and make sure there\u2019s nothing missed \u2013 no matter if we\u2019re helping you in person, through a drop-off appointment, or virtually online. <\/p>\n\n\n\n<p>Learn more about our <a href=\"https:\/\/www.blockadvisors.com\/small-business-tax-preparation\/tax-pro-services\/\">small business tax professionals<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-to-prepare-for-your-tax-appointment\">How to prepare for your tax appointment<\/h2>\n\n\n\n<p>Below we outline the information and documents to bring to your tax appointment. Here are some of the important categories:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-1-personal-and-business-identification-documents\">1 &#8211; Personal and business identification documents<\/h3>\n\n\n\n<p>While this might sound basic, it\u2019s important. Don&#8217;t forget to bring identifying documentation to your tax appointment, such as your Social Security number. Also, bring your business <a href=\"https:\/\/www.blockadvisors.com\/resource-center\/small-business-tax-prep\/how-to-get-an-ein\/\">Employer Identification Number (EIN)<\/a>. Most tax preparers also request your driver\u2019s license as well.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-2-download-your-books\">2 \u2013 Download your books<\/h3>\n\n\n\n<p>While many tax preparers also run small business owners\u2019 books, if this is not the case for you, you\u2019ll want to bring your tax and financial records, like a copy of your prior-year tax return and information about your business assets, liabilities, and equity. In addition, bring your <a href=\"https:\/\/web.blockadvisors.com\/profit-and-loss-statement\/\">pro<\/a><a href=\"https:\/\/www.blockadvisors.com\/resource-center\/finance\/profit-and-loss-statement\/\">f<\/a><a href=\"https:\/\/web.blockadvisors.com\/profit-and-loss-statement\/\">it and loss statements<\/a> and <a href=\"https:\/\/www.blockadvisors.com\/resource-center\/finance\/balance-sheets\/\">balance sheets<\/a> if you have them.<\/p>\n\n\n\n<p><strong>Need a hand with bookkeeping?<\/strong>&nbsp; <a href=\"https:\/\/www.blockadvisors.com\/small-business-payroll-services\/professional\/?app_method=BOOKKEEPING_METHOD\">Schedule a free bookkeeping consultation<\/a> to see how we can help with your bookkeeping needs.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-3-expense-information\">3 \u2013 Expense information<\/h3>\n\n\n\n<p>One of the best ways to reduce your taxes is to find every possible expense to reduce your tax obligation. Tax pros can help to identify <a href=\"https:\/\/www.blockadvisors.com\/resource-center\/small-business-tax-prep\/small-business-tax-deductions\/\">small business tax deductions<\/a> you might have missed, but you can help them by being prepared with proper documents and receipts.<\/p>\n\n\n\n<p>Have all stash of receipts in a shoe box?&nbsp; You\u2019re not alone. Don\u2019t worry if your expenses aren\u2019t documented in a color-coded spreadsheet. We\u2019ll help you sort through it all.<\/p>\n\n\n\n<p><strong>Pro tip:<\/strong> If you haven\u2019t been tracking taxable business expenses throughout the year, prepare for some work. Go through your check register or credit card statements to identify possible tax-deductible expenses for your tax pro. In the future, consider tracking expenses as you go to streamline next year&#8217;s process.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-4-sales-totals-and-cost-of-goods-sold\"><strong>4 \u2013 Sales totals and cost of goods sold<\/strong><\/h3>\n\n\n\n<p class=\"has-text-align-left\">If you buy or sell merchandise for business use, inform your tax preparer of these amounts.<\/p>\n\n\n\n<p class=\"has-text-align-left\">The cost of goods sold is the cost of producing goods produced by your business, including the cost of labor and materials used.<\/p>\n\n\n\n<figure class=\"wp-block-pullquote has-border-color\" style=\"border-color:#14AA40\"><blockquote><p><em>\u201cI am a new business owner and this year was the first time I did business taxes. My tax professional was very informative and positive. She helped me understand how taxes for small businesses work. After talking to her, I didn&#8217;t feel so stressed.\u201d<\/em><\/p><cite>&#8211; LEAH HAYES, LEAH\u2019S HAIR STUDIO <\/cite><\/blockquote><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-5-income\">5 &#8211; Income<\/h3>\n\n\n\n<p>Create an income statement to track all revenue sources of your small business. <a href=\"https:\/\/www.blockadvisors.com\/resource-center\/finance\/what-is-an-income-statement\/\">What goes on an income statement?<\/a> This could include income from your day-to-day operations as well as any investment or secondary income.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-6-contractor-or-employee-information\"><strong>6 \u2013 Contractor or employee information<\/strong><\/h3>\n\n\n\n<p>If you have contractors or employees, this is important information to bring to your tax appointment.<\/p>\n\n\n\n<p>Anything you paid to your contractor or employees for services rendered must be reported. This includes health insurance and other benefits.<\/p>\n\n\n\n<p>In addition, your tax pro will need your federal and state payroll information (via <a href=\"https:\/\/www.blockadvisors.com\/resource-center\/small-business-tax-prep\/form-940\/\">Form 940<\/a> and <a href=\"https:\/\/www.blockadvisors.com\/resource-center\/small-business-tax-prep\/form-941\/\">Form 941<\/a>). Read more about other forms you may need, like <a href=\"https:\/\/www.blockadvisors.com\/resource-center\/small-business-tax-prep\/form-1096\/\">IRS Form 1096<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-get-organized-and-use-a-small-business-tax-checklist\"><strong>Get organized and use a small business tax checklist<\/strong><\/h2>\n\n\n\n<p>Preparing for your tax appointment is made easier with the right resources. Download Block Advisors&#8217; handy <a href=\"https:\/\/www.blockadvisors.com\/tax-preparation-checklist\/\">small business tax checklist<\/a> and check out our extensive list of <a href=\"https:\/\/www.blockadvisors.com\/resource-center\/small-business-tax-prep\/tax-forms-for-small-businesses\/\">small business tax forms<\/a> so you have everything you need as you go to your small business tax appointment.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-stay-on-top-of-your-financials-throughout-the-year\">Stay on top of your financials throughout the year<\/h2>\n\n\n\n<p>If you\u2019re questioning how to prepare taxes for a small business, here\u2019s a little trick of the trade \u2013 enlist help!<\/p>\n\n\n\n<p><strong>Need a hand with bookkeeping?<\/strong>&nbsp;&nbsp;<a rel=\"noreferrer noopener\" href=\"https:\/\/www.blockadvisors.com\/small-business-payroll-services\/professional\/?app_method=BOOKKEEPING_METHOD\" target=\"_blank\">Schedule a free bookkeeping consultation<\/a>&nbsp;to see&nbsp;how we can help with your bookkeeping needs.&nbsp;&nbsp;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-get-help-with-your-small-business-taxes\">Get help with your small business taxes<\/h2>\n\n\n\n<p>If you have questions about small business taxes, bookkeeping, or payroll, Block Advisors is here to help. With millions of small business clients, rely on our small business certified tax pros to keep your business on track.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.blockadvisors.com\/find-a-pro\/\">Connect with a tax pro<\/a>&nbsp;now!<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n<div class=\"wp-block-image is-resized\">\n<figure class=\"aligncenter size-large\"><a href=\"www.blockadvisors.com\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"436\" src=\"https:\/\/www.blockadvisors.com\/resource-center\/wp-content\/uploads\/2022\/08\/HRB-Block-Advisors-Logo-1024x436.jpg\" alt=\"Block Advisors by H&amp;R Block logo\" class=\"wp-image-6406\" srcset=\"https:\/\/hrbscaletest.hrblock.com\/resource-center\/wp-content\/uploads\/2022\/08\/HRB-Block-Advisors-Logo-1024x436.jpg 1024w, https:\/\/hrbscaletest.hrblock.com\/resource-center\/wp-content\/uploads\/2022\/08\/HRB-Block-Advisors-Logo-300x128.jpg 300w, https:\/\/hrbscaletest.hrblock.com\/resource-center\/wp-content\/uploads\/2022\/08\/HRB-Block-Advisors-Logo-768x327.jpg 768w, https:\/\/hrbscaletest.hrblock.com\/resource-center\/wp-content\/uploads\/2022\/08\/HRB-Block-Advisors-Logo-1600x682.jpg 1600w, https:\/\/hrbscaletest.hrblock.com\/resource-center\/wp-content\/uploads\/2022\/08\/HRB-Block-Advisors-Logo-1536x655.jpg 1536w, https:\/\/hrbscaletest.hrblock.com\/resource-center\/wp-content\/uploads\/2022\/08\/HRB-Block-Advisors-Logo-1200x511.jpg 1200w, https:\/\/hrbscaletest.hrblock.com\/resource-center\/wp-content\/uploads\/2022\/08\/HRB-Block-Advisors-Logo.jpg 1800w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>Even if you\u2019re on top of your small business expenses and other tax-related tasks, making an appointment with your tax\u2026<\/p>\n","protected":false},"author":1,"featured_media":5652,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[1237,1171],"tags":[],"class_list":["post-1640","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-manage-your-business","category-small-business-tax-prep"],"acf":[],"yoast_head":"<title>What to bring to a business tax appointment | Block Advisors<\/title>\n<meta name=\"description\" content=\"Working with a tax pro for your small business taxes? 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