2025 Tax Filing Checklist for Southwest Florida Businesses

Tax season doesn’t have to be stressful. With the right preparation, Southwest Florida businesses can stay compliant and maximize deductions. At MarkhamNorton in Fort Myers, we created a 2025 Tax Filing Checklist to help you get started.

Here’s what you should gather before filing this year.

1. Basic Business Information

• Employer Identification Number (EIN)

• Business licenses and registrations

• Prior year’s tax return

2. Financial Records

• Profit and loss statements

• Balance sheets

• General ledgers

3. Income Documentation

• Sales records

• Bank statements

• Accounts receivable reports

4. Expense Documentation

• Payroll records

• Rent, utilities, and insurance payments

• Office supplies and equipment purchases

• Vehicle and mileage logs

5. Special Considerations for 2025

• Pandemic-related credits or carryovers

• Depreciation on new equipment

• Employee retention credit reviews

Pro Tips for Filing in 2025

• Start early — avoid last-minute errors.

• Keep digital copies of all documents.

• Schedule a mid-year tax planning session to stay on track.

FAQ

Q: Can a CPA help me find more deductions?

A: Yes, CPAs identify industry-specific deductions that many small business owners miss.

Q: Should I file taxes early or wait until April?

A: Filing early helps reduce stress and ensures you have time to address issues.

Don’t let tax season catch you off guard. At MarkhamNorton, our CPAs in Fort Myers help businesses prepare, file, and plan for the future.