January TAX Items Due
by January 31st, 2023:
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1099’s are ready. Here is a direct link to IRS form 1099.
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W-2s are sent out by 1/31/2023.
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County business listing forms are complete. Every business must do a county business listing, if you haven't or need help - Contact us immediately to discuss.
It's that time of year again!
End-of-Year Tax Planning with Peridot Consulting is very important. The sooner we receive the items listed below, the quicker we can get your taxes completed then filed.
Want to make life easier for next year? Let’s get started.
Action items for your 2022 Taxes:
End of year TAX Planning
Contact us to get started on year-end tax projections. Let’s set up a quick 15-minute phone call to make sure you are on track.
Here is a checklist of what we may need to get started:
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YTD Income
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Latest pay stub
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Estimated tax payments made
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Other income items to date
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Bookkeeping for any owned business(s)
CONTACT US with any questions!
Call us (828) 419-7170
For Individuals
Here’s what you can do to jumpstart that year-end planning:
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Tax Organizer, the 2023 pdf version is coming soon! For now, here is the 2022 Tax Organizer.
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Upon request, Peridot Consulting clients can receive an online digital copy of their detailed tax organizer.
Here’s what you can do to jumpstart that year-end planning:
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Be sure to update any bookkeeping (i.e. Quickbooks)
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Be sure payroll items are ready to go. For example, W-2s and 1099's are ready to be sent out
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Year-end inventory is in order
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Accounts receivables are up to date
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Any reconciliation bookkeeping is in order
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Update any depreciation schedules
Once again, business items due by January 31st, 2023:
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1099’s are ready. Here is a direct link to IRS form 1099.
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W-2s are sent out by 1/31/2023.
-
County business listing forms are complete. Contact us immediately if you need assistance with this. Every business must file a county business listing form.
For Businesses
For OTHER YEAR-END TAX PROJECTIONS and further information or questions regarding PPP loans, stimulus packages, SBA, etc…
Please contact John Michael Kledis, EA, CFE, CVA directly.
