Tag: IRS

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...

Read more

Creating a Paper Trail

Creating a Paper Trail for Client Entertainment Expenses In business ownership, maintaining meticulous records for client entertainment is no mere option; it’s a necessity. While most are familiar with the importance of keeping receipts, a more comprehensive approach exists to this financial endeavor. Beyond mere receipts, thorough documentation is the bedrock for entertaining clients and...

Read more

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 Zumifi account manager Patty dug right into it!...

Read more