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Tax Preparation and Review

Payroll Tax Filings

Quarterly and annual payroll tax returns reconciled to the payroll register.

  • 941
  • 940
  • 943
  • 944
  • State unemployment and withholding

Scope

What we do

  • Prepare Forms 941 and 940 and state withholding and unemployment returns
  • Reconcile payroll registers to the general ledger and to deposits made
  • Prepare year end W-2 and W-3 reconciliations

What your firm receives

  • Returns ready for approval
  • Quarterly reconciliation workpapers

What we need from you

  • Payroll registers
  • Deposit confirmations
  • Payroll provider access

What your firm keeps

Your firm or its client approves, signs and files.

How it starts

From first call to first delivery

Access, checklists and security are written down before volume arrives.

  1. A conversation

    We learn what your firm needs, which software you run and how your review works.

  2. A trial piece of work

    We complete a small, real piece of work so your reviewers can judge the quality for themselves.

  3. Onboarding

    Access, security, checklists and communication are set up and written down before volume arrives.

Start a conversation

Tell us what your firm needs

Start with a conversation and a small trial piece of real work. Your reviewers judge the quality before anything else is agreed.