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  Year Round Tax Service

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Quickbooks integration with other software types

11/4/2015

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I have had numerous business clients over the recent years consult with me on how they can make the best use of Quickbooks even though they are using an industry specific software product to record their income.

For example, as many of you may know, there is a software that is widely used called Mind Body. It is software that is tailored for businesses like Massage Therapists, Yoga Studios, Pilates Studios, etc. . They use the software to schedule their classes, collect income for classes/sessions their customers took, prepare sales tax reports, and many other functions that are similar to Quickbooks. It will not, however, generate an accurate profit and loss statement to give to your CPA during tax time.  

My clients have spent hours on the phone with technical support on both sides of the coin (Intuit and their other software company) and no one could help them sync the two platforms together.

Well I have found a solution!  I know how to generate reports from the different software companies out there, and integrate the reports into Quickbooks!

The reason why this is important is because if you were to be audited by any of the taxing authorities, they will want the to see that the two sources of data agree with each other.  It is a huge red flag if they don't!

If you are interested in seeing how I can help your business integrate your propriety software with Quickbooks, please schedule an appointment with to see how I can help your company.

Sincerely,
​Heather McTavish

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Taxation of Social Security Benefits

9/2/2015

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Why bookkeeping is essential for small businesses!

7/15/2015

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I am so passionate about helping small businesses grow their profits, and letting them do activities they are passionate about. Whether that may be increasing sales, or simply relaxing on the beach with your friends and family. That is why I want to help you get your financial data in order so that tax season is seamless and timely.  

The reason why timeliness is so important is because the tax law is always changing, and being current with your bookkeeping makes it easy to for CPA's to run timely tax projections on a quarterly basis so that at the end of the year, the business owner knows where they stand, tax wise.

So I've decided that it's time to bring this service to the wider world. As a gift to you, I'm offering a free on-site consultation to see what the needs are for your particular business.

1. I will develop a bookkeeping, payroll, and tax advise package on either a monthly or quarterly basis.

2. I can also go out and consult/educate you on what areas that  I see need some improvements.

3. I can meet with the business owner at their business and clean up their books on a monthly/quarterly basis so that at by the end of the year, they can feel reassured that that are giving their CPA an accurate set of books. I will give you a "peace of mind" knowing that the books are accurate for tax preparation and financial planning.

If you are interested, simply click on the link below and I will call you within 2 business days to set up a free consultation.

www.sctaxsolution.com

I anticipate these slots to fill up within the new two days, and I don't know when I'll be able to offer then for free like this again. So snag yours now! I can't wait to share this passion with you and your loved ones!

Sincerely,
Heather

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ACA - Affordable Care Act

7/15/2015

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The IRS has been holding up taxpayer's refunds due to the new Form 1095-A.

The IRS is currently auditing supplemental health insurance plans in addition to just having Medicare alone. Get your cancelled checks ready in case you get a letter from the IRS!
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Big News at Year Round Tax Service!

7/15/2015

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Many of your know that I have been a CPA & EA for 14 years. However, what you might not know about me is that my recent passion has been shifting towards estate planning as well as educating people who have recently lost a loved one about their finances and what to do when someone near and dear to you passes away.

When I'm doing estate planning and consulting work, I feel a sense of joy and accomplishment because I am their "safety net". My client's feel a sense of safety and fearlessness about their taxes, and I reassure them that I am only a phone call away if they need me. In this past tax season alone, at least three of my client's continually said, "Heather, you have literally  lifted a huge weight off  my shoulders".  

After a few sessions with me, I guarantee that you will come out of our initial consultation with a sense of relief, fearlessness, and confidence that we can handle your financial affairs (either in the way of re-organizing your tax records at your home, or gaining a solid understanding of income taxes and/or tax planning). I can help literally from the start  with organizing your financial records plus shredding documents that are no longer necessary. (The IRS statute of limitations is 3 years from the date of your tax filing, however I like to keep 7 years worth of records). After, organizing and collecting your financial records, I can complete your tax return.

So I've decided that it's time to bring this service to the wider world. As a gift to you, my friends and family and those connected to you, I'm offering a free consultation to see how  I can help you get your financial life in order. As part of our initial consultation, I will assess your financial needs. It may be re-organizing your records and setting up a tax filing system, or educating you on income tax law and updates. I will help you organize your financial life! I will make taxes as painless as possible!

If you  are interested, simply leave a comment on this post or click the link below and I will call you back within 2 business days.

I anticipate these slots to fill up within the next few days, and I don't know when I will be able to offer them for free like this again. So snag yours now! I can't wait to share this passion with you and your loved ones!

Sincerely,
Heather 
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    Heather McTavish

    I am passionate about sharing ways to save you time and $  with  your small business accounting.

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