Accounting and Tax Issues
A place to share information, ask questions, and find answers on accounting and tax issues for individuals and businesses.
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Make no small plans
Started this discussion. Last reply by David Creel Dec 28, 2009. 1 Reply 0 Likes
How Do You Gauge Your Profitability?
Started this discussion. Last reply by Jay Lode Nov 29, 2009. 4 Replies 0 Likes
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A place to share information, ask questions, and find answers on accounting and tax issues for individuals and businesses.
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Gathering place for folks to share stories about sustainable financial living, anti-consumerism and ditching the dependancy on debt. Sharing stories and helping each other out. Let's fight this battle and win this war together.See More
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A place to share information, ask questions, and find answers on accounting and tax issues for individuals and businesses.
Profile Information
- How did you hear about 48Days.NET, and what do you hope to get out of being a part of this community?
- Dan's Nashville radio broadcast in 2005.
- What is your current work situation? Employee, self-employed, generating any income on your own?
- Sales Tax Analyst employed by Heritage Propane LP. After June 1 will be full time consulting/freelancer as a result of corporate buyout.
- CPA Consultant: 16+ years helping clients save money, mitigate risk, improve profitability through sound tax, audit, and accounting services employing solid creative strategies that look beyond the numbers for:
- Business start-up consulting: Entity selection, evaluation, planning, tax planning, financial statement analysis
- State & local tax compliance, business licensing
- Sales & Use Tax compliance, multi-state
- Audit defense support: IRS, State, income tax, sales & use tax
- Business process and workflow optimization
- 501c3 and 501c6 tax exempt entity compliance- formation, reporting, governance, workflow, financial reporting
- Tax planning for small businesses and their owners
- Federal and state income tax compliance
- Financial reporting
- Accounting and bookkeeping
- QuickBooks accounting
- And then...what is the goal/dream you are striving for regarding your work life?
- Establish income stream independent of geographic location.
- How about your personal life? Any specific goals or achievements or dreams you are pursuing (or want to pursue)?
- - Travel
- Oil painting
- Taking cello instruction presently
- Kayak the Missouri River from headwaters to St Louis following footsteps of Lewis & Clark.
- What would you say are your core competencies? How are you 'wired' and what can you offer to the world (it's OK if you don't know yet, but knowing is key to pursuing your dreams!)?
- - Creative, brainstormer, detail oriented, great listener, excellent communicator, advanced Microsoft Excel skills, advanced knowledge of business taxes and accounting
- Process and systems evaluator
- Artistic
- Do you have a website presence anywhere?
- http://www.linkedin.com/in/jaylode
- More than one website?
- http://jaylode.wordpress.com
- If you have a product or service to promote (now or in the near future) this is your shot to state it! Say all you'd like:
- - CPA Consultant: 16+ years helping clients save money, mitigate risk, improve profitability through sound tax, audit, and accounting services employing solid creative strategies that look beyond the numbers.
Art and creativity
Jay Lode's Blog
Tax Tips
Posted on January 13, 2012 at 2:53pm 0 Comments 0 Likes
A few tips to keep in mind if you have someone else prepare your tax return:
- Get an estimate on the fees up front.
- Do they offer electronic filing for free? Hint: it’s really not “free” but is there a separate charge?
- How long has he/she been in business and are they licensed?
- If they say they are licensed you can check your state’s professional licensing board to ensure. You can even check complaint history.
- Are they available all…
Don't Wait for an Audit- Prepare Now
Posted on November 8, 2011 at 7:58am 0 Comments 0 Likes
Sitting across the table from an auditor while attemtpting to explain which way is up is a terrible time to realize that you didn't do the bookkeeping.
Keeping those books, while it may sound like a nuisance, forms the basis for adequate substantiation of your business activity. Auditors can tend to assess tax on sales or bank deposits, disregarding expesnes- unless you can document them. Or, a tax deduction is lost because the receipt couldn't be found. But there's a bigger point…
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