Tag: IRS

Success Stories – Getting to the Bottom of Things

It’s not uncommon that we are asked to dig into things that occurred before we ever started working with our clients. That’s exactly what recently happened for one of our clients – they received an IRS notice regarding a payroll filing for a prior year. Thankfully, their ZümiFi account manager Patty dug right into it!...

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The Importance of Obtaining a Completed W-9: Simplifying Your Year-End 1099s

  Ensuring compliance with tax regulations is crucial for any business when paying vendors or contractors. One essential document that plays a significant role in this process is the W-9 form. The Importance of Obtaining a Completed W-9: Simplifying Your Year-End 1099s This blog post explores why obtaining a completed W-9 is essential and how...

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Creating a Paper Trail

As a business owner, you may know keeping receipts when entertaining clients is important. However, did you know that receipts may not be enough? In addition to receipts, documentation is key to entertaining clients and writing off associated expenses. Here are some tips to help you keep track of the necessary documentation: Create a guest...

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