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