Records to Keep

We provide our small business clients with an annual Tax and Financial Record Keeping Binder.

This helps you keep the records the IRS requires in an easy and organized format, it will also help you maximize your deductions and therefore minimize your taxes. At the end of the year we will send you a business tax organizer to help you put together the information we need to prepare your taxes.

The IRS requires you to keep the following records

  • Form W-4
  • New Hire Rporting Form
  • I-9 Employment Eligibility Verification

We Also Offer Downloadable Excel Spreadsheets. Updated for 2018.

Automatically keep track of your totals as you go throughout the entire year. These spreadsheets are Self Explanatory and Very User Friendly. When tax time comes around all you have to do is print.

Meal and Entertainment Records Spreadsheet

Mileage Records Spreadsheet

Travel Records Spreadsheet

Reimbursable Expenses Spreadsheet

Payroll Tax Calculator

Wilder Once Write System

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