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Business Checklist

At L&M Tax Plus, we're here to help you reduce your taxes and maximize deductions. Check our checklist for self-employed individuals and business income. This checklist is a guide to gathering your documents.

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  • Gather Income Forms: Collect all 1099-NEC, 1099-K, and 1099-MISC documents.

  • Report All Earnings: Include any cash or non-1099 income received throughout the year.

  • Track Expenses: Use our Expense Checklist below to identify every available deduction.

L & M Tax Plus 

704-817-8038

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