Original source documents such as W-2s, 1099s for interest, dividends, and miscellaneous income. Bring any statements from investment accounts showing gains or losses on sales of investments. Copies of the settlement statement from any purchase or sale of real estate. Any form K-1s from partnerships, limited liability companies or S-Corporations. Any backup for itemized deductions like mortgage interest, charitable contributions or other items. Please bring your last three filed tax returns, or as many as you can put your hands on. We use them to gain familiarity with your tax situation and very often we find deductions you might have missed or handled incorrectly. As a general rule, when in doubt as to what to bring.....bring it!
We enjoy sitting down over a great cup of coffee to learn more about you, your needs and your financial goals. Here are a few things we can do for you:
• We'll sort out your accounting.
• We'll minimize your taxes.
• Timely service and clear fee structure.
• Quicken/QuickBooks/QuickBooks Online/Peachtree Specialists.
• CERTIFIED FINANCIAL PLANNER™ professionals
• Initial consultation...no charge!
• Great coffee!
Carmines Robbins' offers customized accounting services including BOSS™ (Back Office Support System) for the dental arts profession.
If you’re starting a second business, then you know everything that’s involved with a business launch. However, there are a few business basics that every entrepreneur should revisit before diving into another enterprise. Consider these business basics and then put them into a well-thought-out business plan:
The 2019 small and midsized business (SMB) Cyberthreat Study from Keeper Security reported that nearly two out of three SMB owners do not feel threatened by or are not concerned about cyber attacks. Yet, in the previous year’s study, two out of three business owners reported falling victim to some level of data breach.
We can all get caught up in the day…meetings, calls, texts, emails and the myriad of other workday demands that pile up quickly and can create unwanted stress.