Small Business Packet

Dear Small Business Owner,

You have chosen to provide products and/or services to the public. We were all beginners at one time. We hope this packetprovides you with a useful summary of what you need to get started. Starting your own business, applying for a business line of credit, purchasing rental properties, etc., can be confusing and puzzling. 

In this packet we have included a Things to Do Checklist, an Income and Expense worksheet, a Forecast Worksheet and some helpful websites. We highly recommend that you seek professional help from a local Enrolled Agent, Certified Public Account or attorney who specializes in small business matters. Ask your friends, family or fellow business owners if they know someone who has helped them. The cost of a competent professional is an investment in the long run. 

This packet is not intended to replace the help you can get from qualified professionals; instead, it is intended to guide you through the maze of local, state and federal agencies to help get you started.

Latino Tax Professionals Association’s mission is to provide knowledge, community and professionalism to all business owners who serve the Latino market. We have been preparing tax returns and representing taxpayers before the Internal Revenue Service for over 35 years. Please feel free to contact us if you have any further questions at 866.936.2587

To download the Small Business Packet, click here.