Updated Articles

  1. TX | Tax Services

    Scope of services will vary by each Client Engagement.  The service descriptions below are intended to be used as a guide and are not to be construed as an extension of a contract or agreement. TX01 | Monthly Sales & Excise Tax Filing ...
  2. PR | Payroll Services

    Scope of services will vary by each Client Engagement.  The service descriptions below are intended to be used as a guide and are not to be construed as an extension of a contract or agreement. PR01 | Preparing & Processing Payroll ...
  3. BK | Bookkeeping Services

    Scope of services will vary by each Client Engagement.  The service descriptions below are intended to be used as a guide and are not to be construed as an extension of a contract or agreement. BK01 | Bank Feed Categorization & Managem...
  4. Recording 2% Shareholder Health Benefits

    According to the IRS, shareholders who own at least 2% of an S corporation are treated differently from regular employees when it comes to health insurance premiums. Specifically, these shareholders can be provided with health insurance by the S c...
  5. Key Dates & Timelines for Payroll Processing

    We have partnered with Gusto Payroll as our payroll processer of choice.  This is the only payroll processing system that we provide full-service payroll processing support for.  If you are using a different platform for payroll processi...
  6. Bank Holidays and ACH Processing for Direct Deposits

    We have partnered with Gusto Payroll as our payroll processer of choice.  This is the only payroll processing system that we provide full-service payroll processing support for.  If you are using a different platform for payroll processi...
  7. Year-End 1099 Processing Deadlines & Fees

      January 10th: Early Bird deadline for us to receive all of your W-9's for processing: Eligible for Early Bird Pricing: $55 base fee + $5 per form filed. January 20th:  Last-call deadline for us to receive all of your...
  8. Year-End 1099 Services

    What is a 1099?  A 1099 form reports non-employment income that a taxpayer earns throughout the year.  Businesses are required to issue 1099s to any payee (other than corporations) who received at least $600 in non-employment income in a ...
  9. View or print a copy of a cashed check and remittance

    After your vendor cashes a check, you’ll receive an image of the front and back of the cashed check, in your account. You can view or print it from the Payment Details page. Below are the instructions: Select  Payments out in the navig...
  10. Check Expirations

    Check expiration Checks are issued with the words Void after 90 days printed on them. On the 91st day after the date of issue, the check expires. When the check expires, we'll automatically remit the funds to the originating bank account We&...