S Corp Payroll Information Submitted

Your S Corp payroll information has been successfully submitted. We will review right away! Here is a quick checklist of the things we need in addition to your submitted form-

1. Your most recent tax returns (unless WCG prepared them or we already have them), and
2. Recent paystubs or statements from all household income sources (W-2 income, 1099-R pension income, etc.), and
3. Profit and loss information (income statement) or projections for all self-employed income outside of your S Corp (such as a spouse’s business) and rental income sources, and
4. Any data on material tax events such as property sale, big stock sale, etc.

Please safely upload these things to your client portal using the client portal button below. Also, the next steps for us is to-

1. Review the data,
2. Crunch the numbers and ask questions,
3. Provide new salary recommendations (if necessary) and income tax obligations, and
4. Update payroll cash needs (if necessary).

Also, many business owners want to have a Periodic Business Review in connection with updated payroll and tax data. Please review our PBR Agend using the button below. Thank you!

Should you want to review this information directly, please use the buttons below to schedule your payroll and tax planning meeting with your Tax Manager. If you have any trouble at all, please call us at 719-387-9800 and figure it out together.