The Tax Pros Guide To Reconstructing

Reconstruction of Income: A Tax Pro’s Guide to Supporting Self-Employed Clients

Are your clients self-employed but struggling with incomplete financial records? This comprehensive eBook is your ultimate guide to reconstructing income and expenses, ensuring accurate tax filings while protecting your clients from potential IRS scrutiny.

What’s Inside:

• Step-by-Step Reconstruction Methods: Learn how to recreate financial records using bank statements, payment apps, and industry standards.

• Audit-Proofing Tips: Discover strategies to document and support estimates confidently in case of an audit.

• Supporting Document Checklist: Help clients compile alternative proofs when receipts or invoices are missing.

• Tools and Templates: Access a reconstruction spreadsheet, intake forms, and bonus templates for seamless client assistance.

• Record-Keeping Guide: Educate clients on maintaining organized records for future tax years.

Whether you’re assisting a hairstylist, contractor, or small business owner, this toolkit will empower you to navigate incomplete records while maximizing deductions and ensuring compliance.

Take your tax preparation services to the next level with this indispensable resource for working with self-employed clients.