Description

Kapolei Chamber of Commerce

with  Lisa Wells

Need-to-Know 

Year-end Tax Prep

for Small Business

Some of the takeaways from this BIZ Workshop:

• Why you should meet with your tax planner before December 31
• Find out what you need to bring with you to your tax planning meeting
• How to make a checklist of your tax documents 
• Determine your goals for this ta return
• How to prepare yourself for the next tax season 
• Pick up some helpful home office tips 
• Learn about some personal/business vehicle tips

Join us for “Advocacy 101 for Need-to-Know Year-end Tax Prep for Small Business," an informal talk story session where you will learn helpful tips to prepare and make the tax preparation process easier for you as tax season approaches.

here are a limited amount of spaces in this interactive workshop.

Our BIZ Workshop Presenter: 

Lisa Wells

EA, Director of Public Relations

Lisa is a graduate of Pearl City High School and earned Bachelor's Degree from our very own University of Hawaii. She holds professional credentials as an IRS Enrolled Agent, specializing business development, accounting, tax education. Lisa is the president of the Hawaii Society of Enrolled Agents, a group of professionals dedicated to spreading knowledge throughout the tax community. Lisa serves on the board of Friends of CASA, a nonprofit dedicated financially supporting the Court Appointed Special Advocates for abused or neglected children. Lisa is a married mother of three, and a grandmother. Her passion is to give back to the community by helping entrepreneurs learn and grow their businesses. 

Mahalo to My Personal CPA and Financial Planner LLC for helping us host this BIZ Workshop!

Questions? Email Kiran Polk at kiranpolk@gmail.com