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