I spent 25 years running operations for restaurants, manufacturers, and retail businesses before I ever prepared a return. I watched good owners get taken apart by things nobody warned them about wrong entity, no plan, a return filed perfectly and a tax bill that never had to be that big.

 

These forty checks are the ones I actually run when a new client comes in. Same questions, same order. The only difference is that this version takes five minutes and doesn't cost anything.