Compliance

Sales taxes are typically collected in a Point of Sales (POS) system. The POS system provider supplies users access to downloadable data which can be used for reporting purposes. Our team has experience in downloading, creating reports, and reporting to the state of CA via the CDTFA website. 

The state of California requires quarterly reporting via the CDTFA website. They do not allow manual reporting. Contact us today to see how we can streamline the process. 

*We currently only offer sales tax reporting for the state of California. 

The IRS requires 1099s to be filed for any individual or business (excluding corporations) that provided services over $599 in a calendar year. 

Year end can be a chaotic time for small businesses with short deadlines and multiple commitments. Keeping up with various deadlines, filing 1099s and sending them to recipients may leave you overwhelmed. Let us save you time and avoid issues by completing your 1099 forms at year end.  

We currently outsource this service to one of our trusted providers, but we can advise and assist in setup. We also provide payroll reconciliation. 

Due to constant changes in labor and payroll regulations, we highly recommend reconciling and monitoring your payroll.

Reconciling and monitoring your payroll is the best way to catch any issues as soon as possible. Ask us about our Reconciliation Process for payroll!