Send us a text We share ten year-end tax moves that actually save money when done before December 31, from bonus depreciation and retirement setup to the Augusta rule, income timing, and a no-drama plan to clean up your books. The focus stays on practical steps, clear timing, and spending only where it helps growth. • sending client gifts within deductibility limits to strengthen loyalty • timing equipment and vehicle purchases for 100 percent bonus depreciation • using year-end bonuses with...
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Send us a text We share ten year-end tax moves that actually save money when done before December 31, from bonus depreciation and retirement setup to the Augusta rule, income timing, and a no-drama plan to clean up your books. The focus stays on practical steps, clear timing, and spending only where it helps growth. • sending client gifts within deductibility limits to strengthen loyalty • timing equipment and vehicle purchases for 100 percent bonus depreciation • using year-end bonuses with...
97. Client Etiquette 101: How to Work Effectively with Your CPA
What Your CPA Wants You to Know
13 minutes
6 months ago
97. Client Etiquette 101: How to Work Effectively with Your CPA
Send us a text Working with a CPA effectively requires understanding both what to do and what to avoid to create a productive professional relationship that benefits your business. • Be organized when providing documents rather than dropping off unsorted boxes • Avoid piece-mailing documents and instead provide complete packages when ready • Consolidate questions and communications to respect your CPA's time • Ask questions to understand your tax situation and learn from your CPA • Plan ahea...
What Your CPA Wants You to Know
Send us a text We share ten year-end tax moves that actually save money when done before December 31, from bonus depreciation and retirement setup to the Augusta rule, income timing, and a no-drama plan to clean up your books. The focus stays on practical steps, clear timing, and spending only where it helps growth. • sending client gifts within deductibility limits to strengthen loyalty • timing equipment and vehicle purchases for 100 percent bonus depreciation • using year-end bonuses with...
