Tuesday, April 9, 2013

Sum of all Numbers newsletter


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Dear Alan,

These are exciting times at Sum of All Numbers. Not only are we seeing the end to another successful tax preparation season with our wonderful clients, but we have tested and proven an even better system for bringing on new clients and getting their books caugh up quickly and efficiently.

Our new On-Boarding Manager, Susan Powers, and her team have done an incredible job of streamlining the process of bringing on new clients and getting them into a monthly flow very quickly! From those who are as much as two years behind to setting up a bookkeeping system for a business that has never had one. Susan and her team get the job done again and again.

If you have procrastinated getting your books in order and ready for tax preparation, you will most likely need to ask your CPA to file an extension. It's still not too late to let us jump in and take that burden off your shoulders to meet the October extension deadline.

Don't wait! Contact us today!

Sincerely,

Holly DeVito
Sum of All Numbers

Are You Collecting the Needed W-9s?

If you use independent contractors to perform services for your business or rental that is a trade or business, and you pay them $600 or more for the year, you are required to issue them a Form 1099 after the end of the year to avoid facing the loss of the deduction for their labor and expenses. (This requirement generally does not apply for payments made to a corporation. However, the exception does not apply to payments made for attorney fees and for certain payments for medical or health care services.) (Read More)
 

 

Tax Filing Deadline Rapidly Approaching

Just a reminder to those who have not yet filed their 2012 tax return that April 15, 2013 is the due date to either file your return and pay any taxes owed, or file for the automatic six-month extension and pay the tax you estimate to be due. (Read More)
 

 

Beware of Bogus IRS Emails

Every tax-filing season, the scammers and ID thieves try to sucker people into providing personal and financial information through the use of phony e-mails.
 

 
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Circular 230 Disclosure, United States Treasury regulations effective June 21, 2005 require us to notify you that to the extent of this communication, or any of its attachments, contains or constitutes advice regarding any U.S. Federal tax issue, such advice is not intended or written to be used, and cannot be used, by any person for the purpose of avoiding any penalties that can be imposed by the Internal Revenue Service.
Sum of All Numbers
Bookkeeping Services
Tel: (888) 564-5777
Fax: (888) 559-0222
www.sumofallnumbers.com
Contact Us

Sum of All Numbers •  38474 Canyon Heights Dr  •  Fremont, CA 94536
Phone: (888) 564-5777 •  Fax: (888) 909-3777

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