Tax-Ready Year-End Kit
Business owners, a question I ask every year: if your tax pro asked for your records tomorrow, could you hand them over without a scramble?
The Tax-Ready Year-End Kit was built to fix exactly that. It is a 21-page digital kit you can type right into, built by a tax pro and bookkeeper, in plain language, at your own pace.
Inside the kit:
1. Expanded Year-End Tax Checkup Checklist, the deep version of my free checklist
2. Records Organizer, so every document has a place and a home
3. Business Expense Category Guide, what goes where, and the mix-ups to avoid
4. Mileage and Vehicle Log, ready to print or type into
5. Estimated Tax Payments Worksheet, federal and state, with confirmation numbers tracked
6. What To Bring Your Tax Pro, so your appointment starts ready
Who it is for: solo owners, single-member LLCs, side-hustle earners, and small teams whose records live in bank apps, email, and a bag of receipts.
Who it is not for: anyone looking for a finished tax return or one-on-one tax advice. This kit is educational. It helps you organize, and your tax pro still handles your return.
Not ready to buy anything? Start free with my Year-End Tax Checkup Checklist on this site: https://www.mnfinancialservice.com/free-tax-checklist
And if you work through the organizer and realize your books need hands-on help, that is what the Year-End Cleanup Special and monthly bookkeeping are for.
M & N Financial Services LLC dba M & N Tax Pros
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