Client Action Items
Don’t wait until the last minute! Schedule your annual tax planning meeting today.
Client Action Items for Tax Season 2019:
Reminders for Tax Season 2019:
Gather and organize tax documents for 2019
Upload tax documents to the portal
. Open a new folder “
2019 tax documents”.
If a Connecticut Corp, you must pay tax at the corporate level not the individual level.
Security - Phone scams. NEVER
respond to phone calls or emails from the IRS. The IRS will only send you written communication by postal mail. Never email documents containing your Social Security numbers
Why You Want an Independent Review of Your Organization’s Financial Statements
Banks, lenders, acquirers and auditors look more favorably at your financials
if they’re independently reviewed or audited
and you’ll likely receive better rates and terms.
Contact us for assistance with your personal and business financial statements.
We offer three levels of service:
Simple compilation of financial statements.
More analytical procedures performed.
More extensive procedures to attest to financial statements. Audit is a higher level of service beyond review and compilation