Are you organized?

More Money in Your Pocket

Apr 22 2024 • 15 mins

Dive into the complexities of tax preparation with Jeff’s invaluable insights for real estate agents. Get your tax prep checklist, conquer the tax organizer, and safeguard against audits with a robust balance sheet. Tune in now to avoid costly errors and keep your finances in impeccable order.


In this episode, we dive deep into:

  • The essential tax prep checklist for real estate agents
  • How a comprehensive tax organizer helps clients provide all the required information for their tax returns
  • The importance of completing the tax organizer in small steps to alleviate anxiety and ensure accuracy
  • The crucial role of a balance sheet in a business during an audit, showing bank account balances, credit cards, loans, and other debts
  • Maintaining accurate and balanced bookkeeping


"Whether you do your own taxes or have a tax preparer do your taxes, having all your documents and information ready to go will save you a lot of time and headache." – Jeff Hockett


Connect with Jeff:

Website:https://www.hocketttax.com/

Email: jeff@hocketttax.com

Twitter:https://twitter.com/taxgamecoach

Facebook: https://www.facebook.com/hocketttaxandpayroll

YouTube: https://www.youtube.com/channel/UCO30L8kMHVodK8eutw1alQg/videos?view=0

LinkedIn:www.linkedin.com/in/hocketttax

Instagram: https://www.instagram.com/hocketttax/