Record Keeping

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Businesses Should Stay Grounded When Using Cloud Computing

For a couple of decades or so now, companies have been urged to “get on the cloud” to avail themselves of copious data storage and a wide array of software. However, some businesses are learning the hard way that the seemingly sweet deals offered by cloud service providers can turn sour as hoped-for cost savings fail to materialize and dollars left on the table evaporate into thin air.

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Cash or Accrual Accounting: What’s Best for Tax Purposes?

Your businesses may have a choice between using the cash or accrual method of accounting for tax purposes. The cash method often provides significant tax benefits for those that qualify. However, some businesses may be better off using the accrual method. Therefore, you need to evaluate the tax accounting method for your business to ensure that it’s the most beneficial approach.

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5 Strategies for Improving Collections

Businesses that operate in the retail or restaurant spheres have it relatively easy when it comes to collections. They generally take payments right at a point-of-sale terminal, and customers go on their merry way. For other types of companies, it’s not so easy. Collections can be particularly difficult for business-to-business operations, which often find themselves in complex relationships with key customers. In these businesses, it’s often not as simple as “pay up or hit the road.”

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Robert P. Russo CPA is it time to upgrade your business accounting software?

Is It Time to Upgrade Your Business’s Accounting Software?

By now, just about every company uses some accounting software to track, manage, and report its financial transactions. Many businesses end up using several different types of software to handle different accounting-related functions. Others either immediately or eventually opt for a comprehensive solution that addresses all their needs.

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Tax Records: What Can You Toss, and What Should You Keep?

Generally, the IRS has three years to audit a tax return, from the later of the due date or the date you file. If you overlooked something, you can also file an amended return within this time frame.

Here’s what you need to know about keeping financial records involved in your tax returns.

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RUSSO CPA Blog: Standard vs. itemized deductions

What To Know About Keeping Good Tax Records

It’s January, and tax season is right around the corner. For many people, that means scrambling to collect receipts, mileage logs, and other tax-related documents needed to prepare their tax returns. If this describes you, chances are, you’re wishing you’d kept on top of it during the year so you could avoid this scenario yet again. With this in mind, here are seven suggestions to help taxpayers like you keep good records throughout the year:

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Russo CPA Tax Tips on Document Security

It’s Natural Disaster Season: Safeguarding Tax Records

With hurricane season in the East and South, wildfire season in the West, and severe weather season in the middle of the county, now is a good time to create or review emergency preparedness plans for surviving natural disasters. Here are three steps taxpayers can take to safeguard their tax records before disaster strikes and minimize negative tax consequences should a disaster occur:

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Homeowner Records: What to Keep and for How Long 2022

Homeowner Records: What to Keep and How Long

Keeping full and accurate homeowner records is not only vital for claiming deductions on your tax return, but also for determining the basis or adjusted basis of your home. These records include your purchase contract and settlement papers if you bought the property, or other objective evidence if you acquired it by gift, inheritance, or similar means. You should also keep any receipts, canceled checks, and similar evidence for improvements or other additions to the basis.

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