Preparing For Financial Year End

The Aurora-South Metro SBDC and the Center for Community Wealth Building present

Bookkeeping and Tax Information

Presenters & Topics:

Priscilla Orozco-Garcia of YTD Bookkeeping Service

• Checklist of things to do in December and January
• Get to know your bookkeeper and schedule your January appointment
• Get your files together
• W-2’s / 1099’s
• What does my bookkeeper really need to know?

Teresa Plaugher of ClearPath Advisors (tax)

• How does EIDL / PPP impact my taxes?
• I received a grant – do I need to report that?
• What if I received unemployment for only a few months?
• What do I need to get my accountant?
• Implications of using your 401k for your business