How to protect your tax information from identity thieves: Store tax documents securely. If you don’t receive your tax forms in January, contact your accountant to make sure the documents weren’t stolen. Never give sensitive information over email, text, or social media. The IRS never contac...
However, don’t try to project more than 12 months into the future. It can be time consuming and variables can change. Prime rates could go up, for example.If possible, delegate projection updates to a bookkeeper or accountant. Beyond saving you time, this allows you to take a higher-...
Making sense of the different tax obligations can be tricky, so some small business owners find it best to consult a certified public accountant (CPA) for assistance. Use theFind a CPA toolfrom the Georgia Society of Certified Public Accountants to locate a qualified CPA in your area. 9. Reg...
You’ll also need to commit a minimum deposit amount, often $1,000 or higher. You can’t add funds once you’ve opened the CD, so you’ll need to choose your deposit amount wisely. Some banks may require higher deposits for business CDs than personal CDs, but that’s about the only...
You may also be required to set up direct deposit to earn a bank bonus, and other terms and conditions may apply. Where can you find the best bank bonuses? While bonus offers constantly change, you can start by checking with banks like Chase, HSBC, Radius Bank, and Wells Fargo. 17....
A certified financial planner can create a holistic financial plan for you. CFPs must act as fiduciaries when providing financial advice, putting their clients’ best interest first. You can look for one atletsmakeaplan. If you need tax help, a certified public accountant (CPA) may prepare yo...
Whether you’re doing it yourself or have an accountant to do it for you, it’s best to know what you need so no mistakes are made, and no money is lost. To send an invoice, or to make sure an invoice you’ve received is correct, you’ll need this information: The amount due....
If you know someone with loan experience, such as an accountant or tax attorney, ask them to look over the estimate, loan papers and contract. Again, make sure to ask any questions you may have. Don’t be rushed into signing a contract if you’re unsure of something or if some languag...
Do you use an independent accountant, have a bookkeeper on staff, and/or do you rely on software like QuickBooks? Some POS systems will work and share data with your accounting software. For example, Clover works great with QuickBooks, automatically updating sales transactions in the software. ...
Since the office was already set up, we already had phone systems intact, and the way it worked before was we all just split the phone bill equally ways with my other partners. Now that I had to have my own dedicated phone line, I had to add two full extensions and a fax line for...