We wish you a wonderful holiday season!

Dear Clients, Colleagues, and Friends,

Wishing you joyous holidays filled with warmth and happiness! 🎄✨

Thank you for your trust and partnership this year. Your support means the world to us. Here's to a wonderful holiday season and a successful New Year ahead!

Warm regards, Lee Bowen, Jennifer Card, and the team at Certus Accounting.

Click on the image above to watch the video.

Certus provides 1099 filing service!

You will need to file a Form 1099 for any entity to whom you paid at least $600 in rents or fees for services (including parts and materials).If the entity you paid is a business, you will only need to file a Form 1099 if the company is taxed as a Sole-Proprietorship, Partnership, or LLC (S and C corporations are exempt).

Failure to timely file your 1099s can result in a fine from the IRS of up to $500 per form so it is important to remain compliant. Forms are due Jan 31, 2024.

If you are a monthly bookkeeping client, watch for an email from us regarding your 1099 filings for 2023.

Let Certus make 1099 filing easy. Call now for help!

Year End Tax Savings

Employee Holiday Bonuses: If you are an employer and paying a holiday bonus, please reach out to your payroll processor and make sure they know how much was paid and in what form (cash at a Christmas party or the bonus is to be included in a direct deposit with the upcoming paycheck or an off-cycle payment). Bonuses are considered compensation and therefore taxable. We want to make sure that W-2’s are correct at the end of the year.

Here's some quick ideas to help reduce your 2023 taxable income.

Charitable donations
Retirement contributions
Fund an HSA.
Use your flexible spending account before you lose it.
Offset stock sale gains
Remember to take the required minimum distribution from your retirement accounts.

Click here to learn more!

Schedule Tax Planning!

Tax Planning appointments starting at $250/hr available now!

Communication Enhancements

We recently implemented a new phone system that integrates with our CRM (Karbon) for better client communication.

Direct Lines and Extensions can be found in each team member's email signature.

Clients can now schedule time with their bookkeeper by clicking on the booking link included in their email signature.

We are excited to be able to text you regarding bookkeeping and taxes. Text approval is still pending, but we hope it will be available soon.

And of course, clients can still each out to the main office at the same number 385-557-7700.

ERC Guidance

Did you file for the Employee Retention Credit (ERC)?

The IRS has recently issued guidance on how to withdraw any ERC claims that a taxpayer may feel too aggressive.

If are nervous about your ERC submission and would like to meet with one of our tax professionals for a free 15 min consultation click the link below.

Schedule with our tax team

Certus will help keep you compliant with all federal laws and regulations as well as helping you navigate any IRS exposure.

Connect with us!

385-557-7700