Resources
BRIDGING THE GAP BETWEEN YOUR BOOKKEEPER AND CPAStarting a new business, getting a new employee set up with payroll, hiring a contractor, paying your taxes – there are always forms & applications to be filled out. Below are frequently asked questions and links to some of the most common forms and instructions as well as frequently accessed websites.
Frequently ASKED QUESTIONS
Click on the + sign below to see the answers.
Employee or Contractor – how do I know?
<Click Here> to read IRS publications 1779
What are the Federal Standard IRS Mileage Rates?
How long should I keep records?
Travel, Meals & Entertainment, Gifts and Transportation
Click here for IRS Publication 463.
What are the Steps to Starting a New Business?
Click here to see the steps to starting a new business.
“Perry came in at a time in our business when we were abruptly without an office manager. She jumped in and calmly went to work. Kind of a CSI experience. She is doing a great job with her questions and that makes me feel very comfortable. Having been in business more than 30 years I expect a lot from the person working on my books and she delivers consistently. Last but not least she is someone you instantly trust totally.“
– Mark Lay –
ONLINE RESOURCES
New Business Applications
EIN App Federal Employer ID Numbers (EINs)
Form 2553 Federal Election by a Small Business Corporation
Form 1023 Federal Application for Recognition of Exemption Under Section 501 (c)(3)
Form B-202A Application for State Privilege License
ESC App Application for NC Unemployment Tax Number
New Employee Forms
I-9 Federal Employment Eligibility Verification
W-4 Federal Employee’s Withholding Allowance Certificate
NC-4 NC Employee’s Withholding Allowance Certificate
Contractor Forms
W-9 Federal Request for Taxpayer Identification Number and Certification [Contractors]
NC Sales Tax
E-505 Legislative Changes to Sales and Use Tax
E-500 Online Sales and Use Tax Return
E-536 Schedule of County Sales and Use Taxes
NC Annual Filings
Annual Report NC Corporate Annual Report Filing
Mecklenburg County Business Personal Property
Estimated Taxes
Form 1040-ES Federal Estimated Tax for Individuals
NC-40 NC Individual Estimated Income Tax Online Filing and Payments
Important Websites
North Carolina Department of Revenue
North Carolina Department of the Secretary of State
The Employment Security Commission of North Carolina
U.S. Small Business Administration (SBA) – Charlotte, NC
Intuit — Quickbooks, Turbo Tax and Quicken
The United States Patent and Trademark Office
North Carolina Industrial Commission
North Carolina Department of Labor
United States Department of Labor
North Carolina Business Start-Up & Resource Guide [Published by the University of North Carolina’s Small Business and Technology Development Center http://www.sbtdc.org/pdf/startup.pdf
The Small Business and Technology Development Center (SBTDC) has been helping North Carolina businesses grow and create new jobs since 1984. SBTDC specialists provide management counseling and educational services to small and mid-sized businesses throughout North Carolina. Most SBTDC services are free of charge, and all SBTDC services are confidential.
www.sbtdc.org
“Perry Blickenstaff has been both an incredible asset to me as a trusted referral source and for the many times I’ve pulled her into projects as an assistant consultant. She is thoughtful, professional and detailed oriented. Her knowledge of QuickBooks is invaluable. Additionally, her working knowledge of A/R, A/P, General ledger, invoicing, etc. have saved many of my clients (and hers) from having serious QuickBooks and other financially-related problems. She asks pointed questions, offers suggestions, and plays devil’s advocate incredibly well. If you need more than a bookkeeper to assist with your small business finances OR if you want to get your QuickBooks and financials in order before you hand them off to a bookkeeper, Perry Blickenstaff of JPB Services is the absolute right choice.“