One of the most asked questions of our firm, McGehee Davis & Associates, all year but specially during tax season is WHAT DO YOU NEED FROM ME TO DO MY TAXES? The answer to this question has two parts, Business & Personal.
Four things that are simple but can really impact your financial growth this year:
Take notes in your financial meetings
Pay attention to where your files and copies of tax returns and important statements are saved
Focus more on growing revenues than cutting expenses
Keep a summary ledger of totals you make and spend every month