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Tips and Guidance on Filing Your Taxes [VIDEO]

Apr 22, 2021 3:29:42 PM Kathy Dise small business bookkeeping

small business tax prepOur very own Kathy Dise is an alumna of St. Ursula Academy, a Catholic, all girls high school in Toledo, Ohio. Through their alumni network, they offer a professional development program entitled  "Draw Your Bow".  Every month they feature different topics that their accomplished alums speak on. In February, Kathy participated in one of these sessions as an expert. The topic was Tips and Guidance on Filing Your Taxes.

This presentation by SUA Alumnae, including Kathy, covers:

  • During the information gathering phase, what you should do to get ready to make the process go as smoothly as possible
  • What you can do to make tax season a breeze next year
  • Common mistakes experts see most frequently at tax time
  • What small businesses need to be successful
  • What to look for in a good CPA
  • What questions should you ask to determine if you have a good fit with your accountant
  • When should you look for another CPA or bookkeeper
  • How best to communicate with your CPA or bookkeeper
  • What you can do to reduce your tax burden

If you are in the market for a new bookkeeper, or just need a little help cleaning up your existing books, call us. 

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Kathy Dise

Written by Kathy Dise

Kathy has over 30 years experience helping small businesses succeed. As a commercial lender, commercialization expert and now as a QuickBooks diamond level advisor, Kathy understands the challenges small business owners face. Her experience helps business owners quickly accomplish their financial goals. As the owner of BudgetEase, Kathy works with clients to develop a plan to efficiently process 1,000s of small transactions so owners can make informed decisions. She lives in Shaker Heights, OH with her husband Ralph and enjoys golf, curling and walking in Cleveland’s fabulous Metro Parks.