11/20/2025
Business Owners 🚨 Get Your Paperwork Right BEFORE Tax Season 📊📝 Tax Payers 🗣️ Maximize your Refund the correct way
Running a business means more than just making money… it means tracking it, reporting it, and filing it correctly. Whether you’re an LLC, S-Corp, or just getting started, you must know the financial documents and tax forms you’re responsible for.
Here’s what EVERY business owner needs:
📌 Profit & Loss Statement (P&L)
Shows your income vs. expenses. This tells you if you’re truly profitable and helps prevent surprises later.
📌 Balance Sheet
Breaks down your assets, liabilities, and equity. Lenders and banks WILL ask for this.
📌 Annual Tax Forms (Know Your Structure!)
SOLE PROPRIETOR / Single-Member LLC
• Schedule C (Profit or Loss From Business)
• Schedule SE (Self-Employment Tax)
• Form 1040 (Individual Tax Return)
MULTI-MEMBER LLC / PARTNERSHIP
• Form 1065 (Partnership Return)
• Schedule K-1 (Form 1065) for each partner
S-CORPORATION
• Form 1120-S (S-Corp Return)
• Schedule K-1 (Form 1120-S) for each shareholder
• Form 941 (Quarterly Payroll Returns) – if you run payroll
• Form 940 (Annual FUTA Return)
• W-2s & W-3 for employees, including yourself if you take payroll
C-CORPORATION
• Form 1120 (Corporate Return)
• Form 941 / 940 (Payroll Taxes, if employees)
• W-2s & W-3 (If payroll applies)
IF YOU SELL PRODUCTS / RETAIL
• Sales & Use Tax Filings (state-specific)
IF YOU PAY CONTRACTORS
• Form 1099-NEC
• Form 1096 (summary form)
And if you need help organizing your paperwork, filing your business taxes, or making sure you’re maximizing your refund the RIGHT way…
👉 Click the link to get on my schedule for tax filings. https://form.jotform.com/252651343087154
Whether you own a business or you’re a regular taxpayer ! I’m here to help you file correctly and keep your money where it belongs.
Let’s get you RIGHT this tax season. 💼✨
Please click the link to complete this form.
