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Tuesday, October 10, 2017

Tax law allows for two deductible types of travel expenses related to your business: local and what the IRS calls "away from home". First, local travel expenses. You can deduct local transportation expenses incurred for business...

 

Friday, September 29, 2017

If your child is a student with a summer job, you should be aware of the following information as it pertains to the income your child will earn over the summer. All taxpayers fill out Form W-4 when starting a new job. This form is...

 

Friday, September 22, 2017

We are looking to hire a new team member to help with accounting, payroll, and investment-related tasks*. We are looking to add an individual to our team who is friendly, cheerful, diligent, committed to integrity, and are trustworthy....

 

Friday, September 15, 2017

(PRLEAP.COM) SEPTEMBER 15, 2017 – Caleb L. Jenkins, CQP has joined the Intuit ProConnect Customer Council, an influential coalition of senior Intuit leaders and forward-thinking tax professionals who collaborate to lead and shape...

 

Thursday, August 31, 2017

(PRLEAP.COM) August 28, 2017 - CPA Practice Advisor has announced the recipients of its annual 40 Under 40 Awards. This program recognizes and honors young leaders who are helping to positively shape the accounting and tax profession....

 

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Wednesday, July 26, 2017

MODESTO, CA – JULY 3RD, 2017 – RLJ Financial Services is pleased to announce that Caleb Jenkins, Leader of Cloud Accounting, has been named a 2017 Top 100 ProAdvisor by Insightful Accountant, an independent news and...

 

Friday, May 12, 2017

In June 2017, I will be traveling to Orlando, FL to attend Scaling New Heights for my 3rd time. Scaling New Heights (or #SNH17) is one of the best accounting conferences to attend to find new technologies, learn from the top accounting...

 

Wednesday, December 14, 2016

The IRS has published the 2017 standard mileage rates for business, charitable, medical, or moving purposes. (IR-2016-169) Beginning on January 1, 2017, the standard mileage rates for the use of a car (also a van, pickup, or panel...

 

Friday, December 2, 2016

Let’s review changes, or expected changes, to the tax rules for 2016 and the near future. This is generally the easiest part of the e-mail to write because Congressional gridlock has led to no significant changes for several...

 

Tuesday, November 8, 2016

As we approach the close of another year, it’s time to wrap up the loose ends and implement tax saving strategies. Due to many of the long-favored tax breaks (so-called extenders) being resolved late last year, this year’s...

 

Monday, November 7, 2016

Many reports of scammers sending fraudulent CP2000 Notices for tax-year 2015 have been received by the IRS, causing an investigation by the Treasury Inspector General for Tax Administration. The notice references the Affordable Care...

 

Monday, September 26, 2016

The IRS is warning taxpayers and practitioners that a new scam uses fraudulent CP2000s to solicit money from taxpayers. The fraudulent forms look convincing, and show balances due that are small enough that taxpayers just might pay...

 

Sunday, September 18, 2016

Intuit has just released QuickBooks 2017 Desktop for Windows. This new version has a number of new features and a lot of improvements to existing features. Here is a breakdown of what is new in QuickBooks 2017: Scheduled Reports Search...

 

Friday, September 16, 2016

On Monday, Governor Jerry Brown signed Assembly Bill 1066 which changes the existing exemption for farm overtime hours. Under the new law, at the start of 2019 (for employers with over 25 employees), or 2022 (for employers with 25 or...

 

Thursday, September 15, 2016

(PRLEAP.COM) September 15, 2016 - CPA Practice Advisor has announced the recipients of its annual 40 Under 40 Awards, a program designed to recognize and honor young leaders who are helping to positively shape the accounting and tax...

 

Friday, September 2, 2016

Here is a rundown on all the updates to QuickBooks Online for August & September 2016: Invoice Messaging Purchase Order Messaging Recurring Transaction Options Introducing Bundles Save & Send Refund Receipts Improved Reports To read a...

 

Monday, August 15, 2016

QuickBooks just recently released an Update to QuickBooks 2015 Desktop. It is release #10. You can find what release you are on by clicking on "F2" when you are inside your company file. If you are running anything prior to R3 you may...

 

Thursday, July 7, 2016

QuickBooks just recently released an Update to QuickBooks 2016 Desktop. It is release #7. You can find what release you are on by clicking on "F2" when you are inside your company file. If you are running anything prior to R3 you may...

 

Wednesday, July 6, 2016

Here is a rundown on all the updates to QuickBooks Online for May & June 2016: Invoice Improvements Product & Service Improvements Inventory Improvements Banking Improvements Print & Preview Refund Receipts Receive Payment Date Range...

 

Tuesday, July 5, 2016

Caleb Jenkins, who is 21 years old and was the youngest person to ever become a Certified QuickBooks ProAdvisor at age 16, was recently named a 2016 Insightful Accountant Top 100 ProAdvisor and Top Up-N-Comer award winner. The...

 

Sunday, July 3, 2016

We are pleased to announce that our our Team Member, Caleb Jenkins, passed several new certifications in the past few months: QuickBooks Desktop 2015 Enterprise Solutions Certification QuickBooks Desktop Point of Sale (version 12.0)...

 

Wednesday, March 23, 2016

Here is a rundown on all the updates to QuickBooks Online for March 2016: Inventory Tracking Improvements Vendor Split View Improvements Review Payment Improvements Home Currency Improvements The big update this month was to the...

 

Wednesday, March 2, 2016

QuickBooks just recently released an Update to QuickBooks 2016 Desktop. It is release #5. You can find what release you are on by clicking on "F2" when you are inside your company file. If you are running anything prior to R1 you may...

 

Friday, February 19, 2016

Here is a rundown on all the updates to QuickBooks Online for February (this is the first set of upgrades for 2016): Inventory Tracking Improvements Traditional Register Style Option Print Packing Slips from Sales Receipts Mobile...

 

Tuesday, January 26, 2016

Here is a rundown on all the QuickBooks Online updates for 2015. January: Overdue Balance Deposits in Split View for Customers Tabbing in the Chart of Accounts February: Bank Feed Rules Chart of Account Numbering March: Details on...

 

Saturday, January 23, 2016

Intuit has just announced the dates for the Annual QuickBooks Connect Conference for 2016. It will be held at the San Jose Convention Center in San Jose, CA on October 23-26, 2016. Over 5,000 accountants, small business owners,...

 

Friday, January 22, 2016

QuickBooks just recently released an Update to the iPhone & iPad apps for QuickBooks Online. It is now on version 4.4. You can easily upgrade your app by going to the App Store on your iPhone and/or iPad and updating the QuickBooks App...

 

Wednesday, January 20, 2016

Form 1099-MISC is typically required if you pay $600 or more to any individual for services rendered in connection with your business. Payments for most services provided to a business must be reported, such as payments to attorneys,...

 

Friday, January 15, 2016

The IRS allows for duly ordained, commissioned, or licensed ministers of a church, or a member of a religious order such as the Amish, that are conscientiously opposed to any public insurance to opt out of Social Security Taxes on...

 

Monday, December 28, 2015

Here is a rundown on all the updates to QuickBooks Online for December: Register Improvements Bank Feed Improvements Inventory Tracking Improvements To read a more detailed analysis of the updates to QuickBooks Online for December,...

 

Tuesday, December 22, 2015

QuickBooks just recently released an Update to QuickBooks 2015 Desktop. It is release #9. You can find what release you are on by clicking on "F2" when you are inside your company file. If you are running anything prior to R6 you may...

 

Tuesday, December 22, 2015

Business owners, owners of rental properties, and employees who put significant mileage on their vehicles - beyond commuting to work - can often deduct some of their vehicle expenses. In order to determine the allowable business usage,...

 

Tuesday, December 22, 2015

Clients running businesses involving sales of goods typically carry unsold inventory at any given time. Proper computation of the business' cost of goods sold (CGS) requires the amount of the beginning inventory (which is also last...

 

Tuesday, December 22, 2015

Clients and Friends, This is a friendly reminder for anybody who plans to make an estimated quarterly tax payment for the fourth quarter of 2015 that you must postmark the payment by Friday, January 15th, 2016 for it to be considered...

 

Saturday, December 19, 2015

President Barack Obama has signed the the PATH Act of 2015 (Protecting Americans from Tax Hikes Act). Here is a list of some of the key provisions. Made permanent: IRC section 179 - enhanced ($500,000 expense limitation with a $2...

 

Sunday, December 6, 2015

Here is a rundown on all the updates to QuickBooks Online for November: Inventory Tracking Improvments Register Improvements To read a more detailed analysis of the updates to QuickBooks Online for November, click here and here. We...

 

Friday, December 4, 2015

We are pleased to announce that our our Team Member, Caleb Jenkins, passed the 2016 Certification for QuickBooks Desktop. This adds to his previous ProAdvisor Certifications with QuickBooks Desktop, Online, Enterprise, and...

 

Friday, October 9, 2015

We are looking to hire someone to help with bookkeeping, payroll, investment related tasks, and tax return assembly. If you or anyone you know is interested in this type of a job, please let us know as soon as possible. Please send...

 

Tuesday, August 4, 2015

Guest Post by Staff Member, Caleb Jenkins, originally posted at Insightful Account In May 2015, I was privileged to visit Haiti to help Christian Aid Ministries set up QuickBooks for their SALT Microfinance Solutions program. This was...

 

Wednesday, January 14, 2015

As a friendly reminder for our tax and investment clients, anybody who plans to make an estimated quarterly payment for the fourth quarter of 2014 must postmark the payment by Thursday, January 15th, 2015 for it to be considered...

 

Tuesday, December 23, 2014

This time of year you typically expect us to be starting to send out tax planning and year-end pointers (which you should be seeing a number of blog posts directly relating to these issues soon), but right now we thought it more...

 

Tuesday, December 23, 2014

For many of us, the 2014 tax filing season will see new reporting requirements related to health insurance. The Patient Protection and Affordable Care Act (or "ObamaCare" in common parlance) requires most Americans to obtain health...

 

Tuesday, December 23, 2014

We wanted to take a quick moment to let you know that this week both houses of Congress signed off on a tax extender bill - the Tax Increase Prevention Act of 2014. President Obama signed the legislation into law on December 19th, 2014...

 

Wednesday, October 29, 2014

Form 1099-K (Payment Card and Third Party Network Transactions) is an annual form employed by payment settlement businesses to disclose gross payments made to businesses through use of debit card, credit card, and third-party network...

 

Wednesday, November 27, 2013

Randy Jenkins announced today that he is one of just 200 tax professionals who has completed the American Institute for Certified Tax Coaches’ training academy leading to the Certified Tax Coach designation.