Tax Prep Workbook

Tax Prep Workbook


This workbook or organizational cheat sheet as some may call it is time-saving tool to assist you in preparing your business documents, receipts, assets, etc for tax season. I know firsthand as a business owner that when I first started out it was a nightmare when tax time rolled around. I was almost pulling my hair out trying to run a business, my life and make sure that my books were accurate. As the owner of a very small business at the time, I didn’t even make enough the first year to justify the cost of hiring a professional accountant. Therefore, I researched on my own and developed this guide to assist for-profit and non-profit small businesses. This guide should never be used in lieu of seeking out a knowledgeable tax professional or legal representative for the big stuff or just for professional opinion. However, it is a useful tool that my husband and I have now used for years to simplify the task of preparing our tax documents. 

This guide or checklist is compiled of three sections filled with information that I found useful and wanted to share with my clients. 


Tax Prep Deductions for Lifepreneurs® 

Tax Prep for Nonprofit Businesses using Form 990-N (e-postcard) 

Tax Prep Checklist for Lifepreneurs® 

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The purpose of this workbook is to assist small business owners in preparing their taxes. This tools reflects information found pertinent and useful for Tam Finley, a freelance web designer and brand stylist. No representations, guarantees or warranties with regard to the completeness, accuracy, fitness, effectiveness or applicability of any strategy, information or advice detailed within this course is any representation, guarantee or warranty made regarding outcomes achieved by applying the strategies, information, and advice provided herein. No refunds are offered. Tam Finley is not responsible for technical difficulties that may arise. You understand that this workbook, copyrights, trademarks, design and everything within it is owned by Love, Chocolate Girl LLC dba Tam Finley Design Studio and Tam Finley, herself. Copyright infringement will be inforced. You agree that you will not copy, reproduce, transmit, display, reprint, reproduce, distribute, alter, or otherwise without the written permission of Tam Finley. By submitting payment, the client accepts these payment terms.