Accounting Services
Accounting
Organized your records for tax preparation or filing, business loan applications, mortgage applications, or for better business management. Let me help you take this burden off your shoulders.
Micro CFO
Your personal CFO for personal finance and small business financial assistance. Quarterly review of financials, tax projections, and any general finance questions you may have – home purchases, planning for children, retirement, etc.
VIDEO – 2020 Coronavirus Tax Relief
VIDEO – Coronavirus – Student Loan Relief
Overview of Relief Available to Small Businesses During the COVID-19 Pandemic
We have put together a quick summary of resources available to small businesses amid the coronavirus (COVID-19) pandemic and hope that you will find it useful. This memo will guide you through the primary relief options available to small businesses...
Coronavirus – Student Loan Relief
On March 20, 2020, the Department of Education announced terms for student loan relief for tens of millions of borrowers in response to COVID-19.1 Here are answers to some questions about the new rules. For more information and to follow subsequent...
IRS Announces 2020 Standard Mileage Rates
TAX TIP: Business owners claiming mileage, please go ahead and take a picture of your odometer now. This represents some proof of mileage in addition to oil change receipts and your mileage logs.Effective January 1, 2020, the standard mileage rates are...
2020 Tax Calendar
2020 Calendar Year Due DatesFirst Quarter Due DatesThe first quarter of a calendar year is made up of January, February, and March.January 10:Employees who work for tips. If you received $20 or more in tips during December, report them to your employer....
UPDATED – 1099 Filing Guide For Business Owners
SummaryLet's start with the basics:When are 1099's due? January 31,2020What do I need if my business paid independent contractors?Form W-9 to be completed by those contractorsThe total amount paid to those contractors if $600 or moreHere is a downloadable excel file...
UPDATED – 2019 Tax Organizer
On Saturday, January 11, all organizers for past clients were uploaded to the client portal. For new clients, I have included a blank tax organizer at the link below:2019 Tax OrganizerBelow is a quick refresher on completing the tax organizer. I wanted to...
Why you will love your kids even more this tax season!
The child tax credit changes are HUGE for my clients with children. Many have historically been phased of out being able to claim the credit. However, this year most will be able to take advantage. I give you a brief summary of the changes and highlight...
2019 Tax Calendar
January 15 — Individuals Make a payment of your estimated tax for 2018 if you did not pay your income tax for the year through withholding (or did not pay in enough tax that way). Use Form 1040-ES January 31 — All Employers Give your employees their...