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