Payroll and Bookkeeping Services
Heritage will be offering Bookkeeping and Payroll services beginning February 2021.
To learn more email bookkeeping @ heritageincometax.com
Please respond to the 6 part questionnaire below
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How many accounts do you have that need reconciling? (checking, savings, credit card, loans, payroll etc.)
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Do you use any of the following? (Stripe, Square, PayPal, Amazon, Infusionsoft, Clientline, Braintree, Forte, or any other merchant accounts or 3rd party software?
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Who will be creating invoices, making deposits, paying bills, processing payroll, filing sales tax and paying estimated tax payments?
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What year and version of Quickbooks do you currently use? (you don’t need to own Quickbooks software to use our service)
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What year did you last file taxes? Who filed them and will you be using them again?
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What type of company do you manage? Cash or Accrual basis? These answers will be on your last filed tax return. (sole prop, LLC, partnership, S-Corp or C-Corp)