2025 Tax Preparation Checklist
Essential items to gather before meeting with your CPA for tax preparation.
Tax Resources & Financial Tips
Stay informed with expert insights and helpful resources
Important Tax Dates 2025
JAN
31
Employer Tax Forms
Deadline for employers to provide W-2 and 1099 forms
MAR
15
Corporate Returns
Filing deadline for corporate tax returns
APR
15
Individual Returns
Filing deadline for individual tax returns
OCT
15
Extended Returns
Final deadline for extended individual returns
Resource Categories
Tax Planning
Strategic tax planning tips to minimize your tax liability and maximize savings.
Business Finance
Essential financial guidance for business owners and entrepreneurs.
Record Keeping
Best practices for maintaining accurate financial records and documentation.
Tax Compliance
Stay compliant with current tax laws and regulations.
Featured Resources
Small Business Accounting Best Practices
Key strategies for maintaining accurate books and improving cash flow.
Digital vs. Paper Records: What's Best?
Comparing digital and paper record-keeping methods for tax purposes.
Helpful Tax Tools
Tax Withholding Calculator
Estimate your tax withholding to avoid surprises at tax time.
Use CalculatorFrequently Asked Tax Questions
It's best to start preparing in early January. Begin organizing your documents as soon as you receive your W-2s and 1099s. Early preparation allows for better planning and helps avoid last-minute stress.
Common business deductions include office expenses, equipment purchases, business meals, travel expenses, professional services, and home office expenses. Keep detailed records of all business-related expenses.
Generally, keep tax records for at least 3 years from the date you filed your return. For more complex situations involving business losses or fraud, you may need to keep records for 6-7 years.
Don't panic. Read the notice carefully and respond by the deadline. Contact your CPA for assistance in understanding the notice and preparing an appropriate response. Most notices are routine and easily resolved.