BOSS is an all-inclusive solution that offers small businesses relief from the day-to-day accounting hassles, while providing 24/7 access to financial data—all for an affordable fixed fee. We pay your bills, prepare payroll and payroll tax returns, furnish financial statements, produce W-2s, produce 1099s, prepare tax returns and supply valuable financial and tax advice throughout the year. You define your immediate needs and we assess how the BOSS system can be integrated.
|Reconcile bank accounts||✓||✓||✓|
|Reconcile electronic transactions into QuickBooks||✓||✓||✓|
|Reconcile credit card accounts||✓||✓||✓|
|Submit payroll taxes to agencies||—||✓||✓|
|Prepare payroll tax returns||—||✓||✓|
|Provide employee access to electronic paystubs||—||✓||✓|
|Provide employer access to electronic pay records||—||✓||✓|
|Process bills and vendor payments||—||—||✓|
|Track credit card expenses and receipts||—||—||✓|
|Process employee expense reports||—||—||✓|
|Prepare 1099s for contractors||—||—||✓|
|Provide digital access to paid bills||—||—||✓|
|Prepare monthly financial statements||✓||✓||✓|
|Prepare monthly budget reports||—||✓||✓|
|Review pension options||—||✓||✓|
|Review other employee deductions for compliance||—||✓||✓|
|General business consulting||—||✓||✓|
|Quarterly video conference to review key performance measures||—||✓||✓|
100 Cortona Way, #120
Brentwood, CA 94513
6200 Stoneridge Mall Rd, #300
Pleasanton, CA 94588
The combination of running a business and your life and preparing for tax time can drive some people into a slight panic. But no need to get stressed if you are prepared. Now is the time to start organizing all documents required to file your tax return.
Like the old paraphrased saying goes: In this world, two things are certain—death and taxes. The recent federal tax overhaul changed a lot of rules, so it’s as important as ever to understand your tax obligations, including those on Social Security benefits.
Unfortunately, cyber scammers never take a vacation. In fact, the IRS has issued a warning of a surge in fraudulent emails that bait potential phishing victims with fake tax transcripts. Links within these emails lead recipients to documents containing the well-known malware, Emotet.