10 Things to Ask a Bookkeeper

How to Find the Right Bookkeeper for You

When you’re hiring a bookkeeper, you’re not just hiring someone to crunch your numbers.

You are putting your business and your livelihood in someone else’s hands. Thus, the relationship must be strong and filled with trust on both ends.

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The Dangers of Tax-Related Identity Theft

Identity Tips from A San Rafael Tax Professional

When people think about identity theft, they generally don’t consider their taxes as the culprit. Let’s assume you’re just an everyday person — a local resident in San Rafael, like me, working hard for your family. Doing your taxes are a means to an end, not a vulnerability. In that case, you probably associate identity theft risks with things like credit card fraud, scam websites and emails that phish for your identity, having your password hacked. Those types of risks are commonly discussed, along with methods for protecting yourself.

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Research Credit Can Offset Payroll Taxes

A little-known tax benefit for new, qualified small businesses is the ability to apply a portion of their research credit – no more than $250,000 – to pay the employer’s share of their employees’ FICA withholding requirement (the 6.2% payroll tax). This can be quite a benefit, as in their early years, start-up companies generally do not have any taxable profits for the research credit to offset; quite often, it is in these early years when companies make expenditures that qualify for the research credit. This can substantially help these young companies’ cash flow.

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