Small Business Year-End Legal Checklist: Filings, Renewals, and Compliance

Key Areas to Review Before Year-End 

1. Check your Business Status and Registration 

2. Renew Licenses, Permits and Registrations 

3. Review Tax and Payroll Compliance 

4. Review Contracts and Insurance 

Questions SMBs Should be Asking Before the End of the Year 

~Have I filed all required reports and renewals? 

~Are all licenses and permits up to date? 

~Am I tax-ready? 

~Do I have updated records for next year? 

What to do Next 

~Create a compliance calendar with filing and renewal dates for 2025. 

~Use Rocket Copilot to double-check which licenses or registrations apply to your 

business type and location. 

~Back up all critical business records, including contracts and tax documents. 

~Schedule a quick year-end review with Legal Pro or accountant to confirm you're covered.  

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This document is designed for general information only. The information presented in this document should not be construed to be formal legal or tax advice nor the formation of a lawyer/client relationship. 

For more information on this and other topics, please contact Kevin via any of the channels listed below:

📧 kevin@kmckernan.com  | 📞 718-317-5007