Services and Information

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 Accounting serves as the language of business, translating economic events into measurable information so that stakeholders can evaluate performance, ensure accountability, and plan for the future. It is both a compliance tool and a decision-making aid, forming the foundation of sound financial management. 

 Tax preparation is the process of compiling, organizing, and submitting financial information to accurately calculate and file tax returns with governmental authorities. 

 For Individuals

• Personal Identification: Social Security numbers, previous year’s tax return, and dependent information.
• Income Documents: W-2s, 1099s (miscellaneous, interest, dividend, retirement distributions), rental income, unemployment forms.
• Deductions & Credits: Mortgage interest statements, student loan interest, property taxes, charitable donations, medical expenses, child care costs.
• Retirement & Savings: Contributions to IRAs, 401(k)s, and other retirement accounts; documents for Health Savings Accounts (HSAs) or flexible spending accounts (FSAs).

Business or Side Income:

•  If self-employed or freelancing, keep records of income, home office expenses, supplies, and mileage logs.
• Income Records: Sales, invoices, 1099s from clients, rental income, and other revenue streams.
• Expenses & Deductions: Office supplies, rent, utilities, internet, insurance, advertising, and employee payroll expenses.
• Payroll Documentation: W-2s, W-3s, 941 forms, and any retirement plan contributions for staff.
• Asset Records: Business property or equipment purchases, depreciation schedules, vehicle logs.
• Tax Payments: Estimated tax payments, prior year overpayments applied to current year.
• Accounting records: Bookkeeping records, reconciliation, bank statements 

Bookkeeping is the practice of organizing, classifying and maintaining a business financial records.

Certified payroll is a specific type of weekly salary report required in the US for contractors and subcontractors working on or assisted to work on federally funded construction projects worth more than $2,000. 

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