Documents Archives - Gabriel, Burger & Else CPA, PC

Form 5498 for IRAs

If you have money invested in an Individual Retirement Account you will be receiving a Form 5498 from TD Ameritrade/Schwab (or your stock brokerage firm) in the mail the next 1-4 weeks. What is it? Form 5498 is information sent to the IRS by the trustees of...

Important Papers After a Death

Documents

Valued Clients, When a death occurs in the family it is important to realize your attorney AND your accountant will play a vital role in administering and eventually closing the decedent’s financial affairs. The first step is to contact these professionals. The next...

Payroll Clients Only

Documents, Tax Forms

GBE Payroll Clients, You should be receiving updated state unemployment tax rates in the mail this week. Many of you have already forwarded a copy of the letter to us, thank you! Please scan/email a copy of the letter to your payroll contact person by January 1st. A...

Tax Tips: Church Workers

Documents

Attached is our annual email guide for church workers. Please use the updated spreadsheet when possible. You may email/bring the completed spreadsheet to your tax preparer when it’s time to file. The rest of the information should be similar to last year....

Payroll/1099 Season

Documents, Tax Forms

GBE Clients, This information does not pertain to any personal or non-business tax return. Bookkeeping clients – we typically prepare this for you and will contact you if further information is needed. BUSINESS, RENTAL PROPERTY, AND FARM CLIENTS ONLY It is time to...

PPP Round 2

Business, Documents, Stimulus

Payroll Entities Only This email is for small business owners, farmers, self-employed, other entities who pay payroll. As many of you have heard Congress passed another stimulus bill and allocated money to PPP Loans (Paycheck Protection Program). This is referred to...