Unapplied Credits Year End planning PL / BS understand- ing Tipped Employees Reimburs- able expenses Not Reconciling accounts Poor Communica- tion Draw, Wage, Guaranteed payments? Improper Categoriz- ing expenses SEP, IRA, Health Insurance? Separation of duties? Hiring the wrong person / firm Neglecting Sales Tax Poor Cash Mangement Laziness. Not looking at prior tax returns Math Mistakes Improper Record Keeping Not Tracking Mileage / home office Assuming a CPA will break the bank Co- mingling assets Short Sighted solutions Ignoring a holistic approach Not Paying Estimates Missing Deadlines Unapplied Credits Year End planning PL / BS understand- ing Tipped Employees Reimburs- able expenses Not Reconciling accounts Poor Communica- tion Draw, Wage, Guaranteed payments? Improper Categoriz- ing expenses SEP, IRA, Health Insurance? Separation of duties? Hiring the wrong person / firm Neglecting Sales Tax Poor Cash Mangement Laziness. Not looking at prior tax returns Math Mistakes Improper Record Keeping Not Tracking Mileage / home office Assuming a CPA will break the bank Co- mingling assets Short Sighted solutions Ignoring a holistic approach Not Paying Estimates Missing Deadlines
(Print)
Unapplied Credits
Year End planning
PL / BS understand-ing
Tipped Employees
Reimburs-able expenses
Not Reconciling accounts
Poor Communica-tion
Draw, Wage, Guaranteed payments?
Improper Categoriz-ing expenses
SEP, IRA, Health Insurance?
Separation of duties?
Hiring the wrong person / firm
Neglecting Sales Tax
Poor Cash Mangement
Laziness. Not looking at prior tax returns
Math Mistakes
Improper Record Keeping
Not Tracking Mileage / home office
Assuming a CPA will break the bank
Co-mingling assets
Short Sighted solutions
Ignoring a holistic approach
Not Paying Estimates
Missing Deadlines
