DIALED IN — SELF-EMPLOYED PREPARATION CHECKLIST
Kelly Anderson | (228) 216-7957 | kellyanderson@just-dialed-in.com

[ ] Business income totals and payment-platform statements
[ ] Expense records, receipts, and business account statements
[ ] Mileage log and business-use records
[ ] Equipment purchases, sales, and financing records
[ ] Prior-year return and estimated-payment confirmations
[ ] Payroll and contractor payment records, if applicable

Questions to discuss: business structure, recordkeeping gaps, prior-year issues,
estimated payments, and a plan for ongoing bookkeeping.

Gathering a record does not establish an allowable deduction. Review with Kelly.
Do not send Social Security numbers, tax documents, or bank details through the
public contact form. Ask for the secure document process.