Tax Questions and Answers for Small Business Owners February 16, 2023, 1:00pm PST February 16, 2023, 2:30pm PST

Soothe your tax season headaches with this workshop! We will cover common questions around entity types, deductions, tax planning techniques and more, as well as talk about updates for this tax season. A Q+A will be held at the end of the webinar.


Key Topics:

  • Business Entities
  • 1st Year Elections
  • Deducting Assets & Auto
  • Returns to be Filed
  • Areas of IRS Focus if Audited
  • Tax Planning Techniques (recordkeeping, deferrals, etc)

 

Your Presenter: Bill Oakes

Bill has over 25 years of experience as a small business owner in Silicon Valley. Bill's business was focused on small business taxes, bookkeeping, and business planning. Tax preparation, planning, and taxpayer representation, personal financial planning and financial planning seminars were also offered. Clients included: trade contractors, retail, consultants, automotive, restaurant, landlords, real estate entrepreneurs, hair salons, machine shops and more.

Bill can help new and existing small business owners in establishing and analyzing financial systems, including Quickbooks; creating business plans, developing and implementing business goals using his years of experience with previous business owner clients. 

Bill is an EA (enrolled agent) enrolled to represent taxpayers before the IRS .CFP® Certified Financial Planner

He has a BA State University of New York Mathematics and Statistics and a MS Boston University Computer Science

About the Presenter(s)

Bill Oakes

Bill can help new and existing small business owners in establishing and analyzing financial systems, including Quickbooks; creating business plans, developing and implementing business goals using his years of experience with previous business owner clients. Bill can provide tax help, business financial projections and analysis assistance, along with marketing guidance. If you need help with...

Key Topics

Tax Questions and Answers for Small Business Owners