EP37 - What Docs Do Creatives Need for Taxes? 5 Must-Have Forms to Avoid Delays

If tax season always turns into a frustrating back-and-forth with your CPA, it’s usually not because your accountant is slow—it’s because key documents are missing. In this episode, CPAs Anastasia Aiello and Myiesha Fisher break down the *exact* information and paperwork creatives need to provide so your return can be filed quickly, accurately, and without unnecessary fees.You’ll learn why certain forms (like the 1095-A from the health insurance marketplace) can *instantly* block e-filing, why your bookkeeping and balance sheet matter (especially for S-Corps), and how to avoid common gaps like missing 1099s, K-1s, and documentation for large purchases. If you want your taxes filed on time with fewer surprises, this is your checklist.⏱️ Timestamps:00:00 Introduction: Essential Documents for Creatives00:34 Meet Your Hosts: Anastasia and Maisha00:52 Key Information Your CPA Needs02:21 Understanding the 1095-A Form03:50 Importance of Financial Statements04:29 Reconciling Bank Accounts07:39 Prior Year Tax Returns and Other Documents11:09 Daycare Expenses and Tax Deductions11:30 Life Changes and Tax Implications12:03 Detailed Information Needed for Tax Preparation13:04 Address Changes and Home Office Deductions14:01 Reviewing and Comparing Tax Returns15:54 Documenting Large Purchases and Equipment17:28 Handling K-1 Forms and Business Partnerships18:46 Importance of Timely and Accurate Information21:28 Major Life Events and Insurance Changes22:04 Final Tips and Contact InformationWhy subscribe? Every week, Let's Get Fiscal shares tax strategies and business finance advice that actually work for real entrepreneurs—not corporate-speak you can't use. You'll get specific, actionable tactics, real client scenarios, and answers to the money questions keeping you up at night. The goal is simple: make business finances less intimidating and more profitable.🔗 Listen everywhere:Apple Podcasts: [https://podcasts.apple.com/us/podcast/lets-get-fiscal/id1831050448](https://podcasts.apple.com/us/podcast/lets-get-fiscal/id1831050448)Spotify: [https://open.spotify.com/show/08AjRNfqQJBdG1vPazii4Q?si=fb0379d3bef94f11](https://open.spotify.com/show/08AjRNfqQJBdG1vPazii4Q?si=fb0379d3bef94f11)Watch on YouTube: [https://www.youtube.com/@letsgetfiscalpodcast](https://www.youtube.com/@letsgetfiscalpodcast)📊 Helpful resources:Got a question for the show? Submit it here: [https://www.coterietax.com/qa](https://www.coterietax.com/qa)Want to listen to more episodes? Start here: [https://www.coterietax.com/podcast](https://www.coterietax.com/podcast)Need personalized help with your business finances? Visit: [https://www.coterietax.com](https://www.coterietax.com)What's your biggest tax or money question right now? Drop it in the comments below—Anastasia and Myiesha read every comment and love helping with real-world situations.#SmallBusinessTaxes #TaxPrepChecklist #TaxSeasonTips #CreativeEntrepreneur #SelfEmployedTaxes #CPAAdvice #BookkeepingTips #1095A #1099 #SCorp #TaxWriteOffs #LetsGetFiscal