Business checklists

Each checklist names records people in that work often review with a CPA. Opening the check marks those topics for review. It does not add a deduction twice. Pending CPA review.

• Real estate agents

  Records and strategies real estate agents often review with a CPA, including mileage, a home office, dues, and retirement.

• Hair stylists and salon owners

  Records salon owners and stylists often review with a CPA, including supplies, equipment, and a retirement contribution.

• Truck drivers

  Records owner-operators and drivers often review with a CPA, including mileage or actual expenses, meals away from home, and a phone.

• Photographers

  Records photographers often review with a CPA, including cameras, software, travel to jobs, and a studio or home office.

• Contractors and trades

  Records contractors often review with a CPA, including tools, a work truck, materials, and a retirement contribution.

• Etsy and online sellers

  Records online sellers often review with a CPA, including inventory, shipping, fees, a packing space, and trips to the post office.

• Rideshare and delivery drivers

  Records rideshare and delivery drivers often review with a CPA, including a mileage log and the business share of a phone.