Tax Ready Checklist

Tax Ready Business Checklist
Prepare Your Small Business for Tax Season with Confidence

As a small business owner, staying organized during tax season can feel overwhelming—but it doesn’t have to be. The Tax Ready Business Checklist by Bri Advised is your free, go-to resource to help you gather everything you need to file your taxes accurately and stress-free.

This comprehensive, easy-to-follow checklist includes the most essential items every entrepreneur should have on hand before meeting with their accountant or submitting a return. From income records and expense categories to payroll documentation and deduction logs, this downloadable PDF helps you stay prepared, compliant, and in control.

What's Inside:

• Sales receipts, 1099 forms, and digital payment records

• Expense categories like travel, meals, advertising, and office supplies

• Payroll and contractor payment records

• Home office and vehicle deductions

• Business licenses, permits, and tax documents

• IRS and state filing references

Whether you're filing taxes yourself or working with a CPA, this checklist simplifies the process, helping you avoid costly mistakes and missed deductions.

Download it now—for free—and start the season tax-ready.

Perfect for:
Entrepreneurs, freelancers, small business owners, nonprofit founders, and anyone ready to organize their finances for tax season.