TAX READY: A Tax Prep Workshop for Business Owners

Get Organized. Stay Compliant. Avoid Surprises.

Income Tax Readiness Workshop for Business Owners
November 18 | Noon

Tax season shouldn’t start the moment your accountant asks, “Do you have your documents ready?”

A smoother tax season starts well before filing time.

Join us for a practical workshop led by Tammy Clement, Lead Bookkeeper at PowHERhouse Money. This session is designed to help business owners get organized, identify potential issues before year-end, and walk into tax season feeling prepared instead of scrambling.

What We’ll Cover

We’ll break down what it really means to get tax-ready, including:

• What your business books should look like before they reach your tax professional
• The key information and documents your tax preparer will need
• Common bookkeeping and documentation issues that can create tax-time headaches
• The important difference between tax preparation and proactive tax planning
• What you should be reviewing before year-end to help avoid unexpected surprises
• How to prepare for your personal tax return, too

Tammy will also walk you through common red flags to look for now, the conversations worth having with your tax professional, and practical steps you can take before tax season arrives.

You’ll Leave With

✓ A business tax-readiness checklist
✓ A personal tax document checklist
✓ A clearer understanding of what your accountant needs from you
✓ Common red flags to watch for before year-end
✓ Action steps to make tax season easier

Good tax preparation starts with good records. Good tax planning starts before the year is over.

Don’t wait until tax season to find out what you should have handled months earlier.

Join Tammy on November 18 at Noon and get your business—and yourself—TAX READY

Venue: The Clarence House Coworking 10654 Main St. Clarence, NY 14031 OR on Zoom.

Boardroom members attend free with code!

>Email jessica@powherhousemoney.com if you cannot find the code for free ticket.

**Replay & Printable materials will be available in The Boardroom App after the event.