Professional service client needed appropriate and accurate internal management financial reports and timely-filed quarterly payroll reports to prevent late payment penalties on tax returns.
Our data entry specialist keys the company receipts and expenditures into QuickBooks. We reconcile all bank and credit card accounts and review the financial reports for accuracy. For payroll we switched the client to a professional payroll provider that made sure that his taxes are paid throughout the quarter and the payroll reports are filed the first week of the month that they are due. No more quarterly or year-end tax surprises.
Taxpayer receives correspondence from IRS
Our experience has been that any IRS correspondence tends to generate sweaty palms and heart palpitations – when that happens, please call us. We’re here to take care of you and we know how to respond to the IRS. We have access to the tax practitioner priority phone line and oftentimes the problems listed on IRS correspondence are simple reporting errors that we can take care of quickly and efficiently in a phone call or fax to the IRS.