End of Quarter 3

by | Oct 2, 2026 | Blog

What to expect if you’re a current client: Communication via email, text, or phone if anything is missing or needs confirmation  A full review of Q3 to ensure that nothing has been overlooked, mislabeled or duplicated A Q3 Profit and Loss Report and Balance...

Today is the deadline: Quarterly Estimated Tax due

by | Sep 15, 2026 | Blog

Hi everyone, A quick reminder that the next quarterly estimated tax payment is coming up. If you earn income that isn’t subject to withholding—such as self‑employment income, rental income, investment income, or pass‑through business income—these quarterly...

Changes for Employers with links to BOLI posters

by | Sep 7, 2026 | Blog

Hi everyone,   As we move through the year, this is a great time to double‑check that your workplace posters and employee notices are fully up to date. Federal and state agencies release updates periodically, and employers are responsible for keeping current...

Employee vs Contractor Information

by | Sep 1, 2026 | Blog

Worker classification is one of the most important compliance decisions you make as a business owner, and it’s something we want to help you get right from the start. Misclassification can create expensive problems later, so here’s a clear breakdown of how to...

Important information changes

by | Aug 24, 2026 | Blog

Hi Everyone, As your business grows and evolves, certain changes can directly impact your bookkeeping, payroll, and tax reporting. Keeping us informed ensures your financials stay accurate and compliant, and it allows us to support you proactively rather than having...