Make sure you use a CPA. CPA’s are required to obtain at least 40 hours of continuing education each year. I like to meet with people myself, and get to know you. As we build a relationship together, advice can be given based on the knowledge gained over the years

Switching to our firm means working with a partner focused on getting the best results for your or your business. We deliver personalized tax strategies, stay up to date on changing tax laws, and identify opportunities so you can keep more of what you earn. We also provide a wide range of accounting services such as bookkeeping, payroll, financial reporting, and more so your business can stay organized and informed year-round. If you’re ready for a new approach to your accounting needs, we’re here to help.

The business’s Federal Tax ID#
State Withholding account number – This should be the same as the sales tax account number and can be found on the payroll report NC5.

State unemployment number – this would be on form NCUI 101

Voided Check – it will be used to pay payroll taxes and make direct deposits to your employees.

Pay period date range, and the date that the check / DD should be made on.

Owner’s legal name, SSN, birthdate, and cell phone number.

Payroll information for each pay period that has been paid so far this year. If you have a YTD payroll summary, that would be nice to have too.

For each employee (that was paid in the current year) past or present for W-2’s:
Legal name
SSN
Address
Email address
Employee’s bank information for direct deposit
W-4 / NC 4 to tell me how much to withhold.
Pay rate per person

I’ll be here to help along the way!