Hello Everyone,
A bit of a late post (for October), and a very brief one as busy season has arrived.
I am staying very busy getting everything tidied and ready for the year-end rush.

I do have a few recommendations/requests that will help me have your records all in order on a timely basis.
  • If you have any questions or there is anything you need to discuss, now is the time.
  • If you haven't cleared your Client Tasks of completed tasks recently, please do so now.  It will give us both a better picture of the current status.
  • Please check to be certain you have all of the information necessary for filing the 1099-MISC and 1099-NEC forms for 2024, including email addresses if possible.  This is particularly important for the 1099-NEC forms that have an earlier due date.
  • Please stay on top of your Client Tasks as much as possible. This will help the workflow go smoothly for us both.

That's my Wish List for now, lol.   Thank You Sincerely!