|Accounting & Bookkeeping|
|Tax Planning & Preparation|
An Accountant's Copy is a version of your company file Youmans & Gardner, CPAs can use to make changes to past transactions while you continue to work currently. When we are done, you import our changes into your company file. Create an Accountant's Copy file and deliver it to us by email, CD, jump drive, uploaded through your NetClient portal, or using the Accountant's Copy File Transfer.
Before you begin, contact us regarding the proper dividing date. The date defines the period that we will be able to work on.
To Create an Accountants' Copy
After saving the Accountant's Copy, QuickBooks display's "Accountant's Changes Pending" in the title bar.
Important. There are several functions that will be restricted while the Accountant's Copy is outstanding. Most of these functions will be disabled and you will not be allowed to access them. Account reconciliations are one such feature that is restricted, but QuickBooks does not prevent your from reconciling an account. Any account reconciliations performed between the time you create an Accountant's Copy and the date you import our accountant's change file will be lost and you will have to re-reconcile the account or discard our accountant's changes. We recommend client's refrain from reconciling accounts while an Accountant's Copy is outstanding.
We will provide the necessary accounting & bookkeeping services and return our changes back to you in a file. For instructions dealing with importing our changes click here.
The IRS has confirmed that the April 15 tax deadline will be postponed until May 17. With tax changes signed into law March 11, expanded Payroll Protection Program eligibility, stimulus questions, and other issues our workload has been greatly increased. This one month delay in the filing deadline will be greatly appreciated! We will work to deliver as many returns as possible by April 15, but we will need some time to react to other pressing client needs.
More details will be announced by the IRS in the near future.
Employers are required to continue to pay employees under certain circumstances related to the COVID-19 virus. Employers will be reimbursed 100% of the payments under this act.
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Use our web-based NetClient portals or mobile app to send us documents and other files.
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Perform a "Paycheck Checkup!" Recent changes to the federal tax law made changes to your paycheck. Be sure that you have the proper amount of federal tax withheld in order to avoid a tax bill. Click here for details.