Bookkeeping Cleanup Help questions owners actually ask
The notice is on the counter, and the question is which page of it matters first. The short answers live here. The longer pages are linked under each one.
Can you fix last year if the return is already filed?
We do not rewrite a filed year inside the file.
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We list what that return used. If something truly must be amended, that is its own decision. The cleanup of the numbers you can still change starts in the first unfiled month. Editing last year so this year looks pretty creates two stories.
Do you run payroll?
No. We set it up on the company you already use, or help you choose one if none exists.
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The provider runs payday, the deposits, and the payroll forms it agreed to file. We agree the books to that register. Payday stays on that company's side of the login, and a second payroll is not kept beside it.
What if I only have a bank login and a pile of receipts?
That is a normal start.
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The login shows the operating account once you tell us which account that is. Receipts answer the holding line. Missing receipts stay on that line where you can see them. We do not code them from the merchant name alone when the merchant name could be personal or a supply.
Will you file the return as part of the cleanup?
Preparation starts only after the months that return needs are matched.
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Same practice, later step. A return prepared from an open year is a guess with a signature. If a date is close, we say what can be supported now and what has to wait or be extended. Preparation of the return begins only after the months it covers have been matched.
Is the first call a commitment?
No. It is a conversation with no engagement until a letter is signed.
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You hear what the file looks like, and you hear if an engagement would be extra. A signed letter is what names scope and price. Your records stay yours.
What belongs in the note before the call?
The year, the bank, and the month, in ordinary words.
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A PDF of the last return helps if you have it nearby. You do not need to export the whole file, and you should not email a password. This page's form is a complete way to begin. The phone in the footer works if a notice is easier to describe out loud.
If this is the month you are in
If your question was not here, put it in the note.
Tell us which month is open
You will be talking to the Steven Palmieri practice.