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What Information Does My Accountant Need To Prepare My Tax Return?

Simplify your small business taxes by learning about the tax forms and information your accountant needs to file your tax return.

    Erica Seppala
  • Last updated onUpdated

  • Chelsea Krause
  • REVIEWED BY

    Chelsea Krause

    Expert Contributor

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Key Takeaways
  1. Collect your yearly financial reports, income and expense records, and previous year's tax return to help your accountant accurately file your small business taxes.
  2. Ensure you have your EIN or SSN, business tax forms, and detailed records of any assets, loans, and inventory changes from the year.
  3. Bring records related to potential deductions -- such as home office expenses, business vehicle usage, charitable donations, and payroll data -- to maximize tax savings.
Erica Seppala

Erica Seppala

Editor & Senior Staff Writer at Merchant Maverick
Erica has been writing about small business finance and technology since 2008. She joined Merchant Maverick in 2018 and specializes in researching and reviewing business software, financial products, and other topics to help small businesses manage and grow their operations. Her expertise has been cited in MSN, Reader's Digest, Vox, U.S. News & World Report, and Real Simple. She is a Certified ProAdvisor for QuickBooks Online and QuickBooks Payroll, a graduate of Limestone University, and currently resides in Greenville, South Carolina.
Erica Seppala
View Erica Seppala's professional experience on LinkedIn.
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