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