Tax season can be overwhelming, but with the right preparation and strategy, you can ensure a smooth and efficient filing process. This session will cover key considerations for filing your taxes, best practices for record-keeping, ensuring accuracy to avoid penalties, getting the best possible return, and the importance of having a tax strategy that aligns with your business goals.
Key Takeaways
- Understand key filing deadlines and requirements for the 2025 tax season
- Learn best practices for maintaining organized financial records year-round
- Identify common deductions and tax credits available to small businesses
- Explore tax strategies that can help minimize liability and support business growth
- Gain insights on working with accountants or tax professionals to optimize filings
About the Speaker
Josh Bennett, CFP®, EA, CEPA is a passionate Accountant and Financial Planner recognized among Investopedia’s Top 100 Financial Advisors. After graduating from Indiana University, his deep fascination with finance led him to become a Certified Financial Planning™ Professional, Enrolled Agent and Certified Exit Planning Analyst. Josh later founded Vincere Tax to help business owners and families navigate the complex world of business finances and taxes!