Services: Client Accounting
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401(k) Audit Rules: Does Your Plan Need One? The 80-120 Rule
Does your 401(k) need an audit? Plans hit the requirement at 100 participants with balances, but the 80-120 rule can defer it. Here is…
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ASC 842 Audit Findings: Lease Errors That Trigger Adjustments
The most common ASC 842 lease accounting audit adjustments come from embedded leases, misclassification, and discount-rate errors. Learn how to avoid them.
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How to Prepare for Your First HUD Section 232 Audit
Learn how to prepare for your first HUD Section 232 audit: key deadlines, required documents, trial balance steps, and common mistakes to avoid.
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Small Business Payroll Mistakes and How to Avoid Them
Small business payroll mistakes cause IRS penalties and back taxes. Learn the most common payroll errors and how outsourcing can help.
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W-9 Requirements for Vendors: Stop the Year-End Scramble
Learn the W-9 requirements for vendors, why ongoing collection reduces IRS penalties, and how to streamline 1099 preparation before year-end.
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1099 Threshold 2026: OBBBA Act Form 1099 Reporting Changes
The 1099 threshold for 2026 rises to $2,000 under the OBBBA Act. Learn which forms changed and how to update your compliance process.
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IRS Electronic Payment Changes for the 2026 Tax Year
The IRS is moving to electronic payment for federal taxes in 2026. Learn about IRS Direct Pay, EFTPS enrollment, and your payment options.
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Bonus Depreciation With a Net Operating Loss
Electing bonus depreciation during a net operating loss year can backfire at the state level. Learn when to elect out and how Ohio’s rules…
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AI Fraud Protection: 9 Steps to Stop Modern Scams
AI fraud protection demands new tactics as deepfake scams bypass old defenses. Learn 9 steps to guard your identity and finances.
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Client Accounting Services
Client accounting services from large CPA firms deliver scalable bookkeeping, controller, and CFO support at lower cost than in-house teams.