Event Description

When you are first getting started with a new business, the amount of compliance paperwork can be overwhelming! You want to do things right – but what does that mean? In this segment of the Exploring Client Advisory Services Series, we will talk about some basics for getting setup in a new state. We will talk about basic payroll reports to be filed, state registrations, and when we need to withhold for our employees. What about estimated taxes? We have you covered there too. We will talk about who needs to file estimated taxes and how to save a few bucks when working with your tax practitioner. This is a fantastic course if you are new business owner just trying to figure out where to begin!

Objectives

– Recognize when a business may need to file a state registration or trade name. – Identify basic payroll tax reports that need to be filed. – Recognize when estimated taxes need to be made – Identify the basic documents that a new business owner needs to give a tax preparer