Are you organized?

22/04/2024 15 min Temporada 1 Episodio 73

Listen "Are you organized?"

Episode Synopsis

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 returnsThe importance of completing the tax organizer in small steps to alleviate anxiety and ensure accuracyThe crucial role of a balance sheet in a business during an audit, showing bank account balances, credit cards, loans, and other debtsMaintaining 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 HockettConnect with Jeff:Website: https://www.hocketttax.com/Email: [email protected] Twitter: https://twitter.com/taxgamecoachFacebook:  https://www.facebook.com/hocketttaxandpayrollYouTube: https://www.youtube.com/channel/UCO30L8kMHVodK8eutw1alQg/videos?view=0 LinkedIn: www.linkedin.com/in/hocketttaxInstagram:  https://www.instagram.com/hocketttax/