Accountant, Intuit Solution Provider, QuickBooks Advisor, accountant and CEO Services owner Dave Gutierrez


April's Federal Tax Tip 2016


PTIN

There are over 710,000 Registered with the IRS PTIN Professionals for 2016. Dave is one of them.

He's also a participant in the voluntary 2016 Annual Filing Season Program with the IRS.

The Annual Filing Season Program aims to recognize the efforts of non-credentialed return preparers who aspire to a higher level of professionalism [by becoming credentialed through the AFSP]. Those who choose to participate can meet the requirements by obtaining 18 hours of continuing education, including a six hour federal tax law refresher course with test. The return preparer must also renew their preparer tax identification number (PTIN) for the upcoming year and consent to adhere to the obligations in Circular 230, Subpart B and section 10.51.*Source IRS.gov website.

Both the PTIN and AFSP programs enhances Dave's Enrolled Agent Licensing with the IRS.


April's CA State Tax Tip 2016


Re-Register Your MyFTB Online Account.

Don't forget to re-register for MyFTB account on January 4, 2016 to continue to access your California information.

Recently MyFTB underwent an extensive upgrade and locked users out of their accounts and is requiring users to re-register.


Tax Consultation

San Francisco's one-stop financial solution for small business is owned by Dave Gutierrez.

Dave is an Enrolled Agent, a member of the Certified QuickBooks Pro Advisor® program, an Intuit Solution Provider, and a professional bookkeeper.

Dave is also a lifelong entrepreneur who understands the needs of businesses. He knows you want help for all your financial systems from a single professional firm.

IRS Form 1099 Reporting: What You Need To Know Seminar

I'll be the Moderator and will be presenting on the the 1099-Misc and 1099-K Form.

San Francisco, CA November 20, 2013

Save 20% When You Register Here

 

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We Provide One-Stop Financial Support For Your Business or Organization.


The financial professionals at CEO Services help San Francisco-area businesses with their finance systems, tax preparation, and taxpayer audit representation.

CEO Services provides both one-time set-up and on-going support. We are happy to help with one-time crisis resolution, and we are also pleased to provide on-going support for businesses who are too busy working in their area of core expertise to waste key personnel time on financial tasks.

CEO Services professionals have a wide variety of financial experience and expertise. We match your needs with an available qualified individual. We help you quickly and cost effectively.

By understanding business from an entrepreneurial perspective and by blending bookkeeping, QuickBooks consulting and training, Enrolled Agent expertise, and business consulting skills, CEO Services helps make your business profitable.

Let CEO Services Solve Your Financial Problems


CEO Service professionals include bookkeepers, QuickBooks Pro Advisors®, Intuit Solution Providers, Enrolled Agents, and a network of CPA's and Tax Attorney's who can represent you before the Internal Revenue Service.

When you call CEO Services, and you've found all of the financial professional you need to support your business. With one call you've reached your bookkeeper, QuickBooks support professional, Intuit Solution Provider, and tax preparer.

With CEO Services you don't have to manage different financial services. You don't have to check that your bookkeeper talks with your QuickBooks consultant who talks with your tax preparer. We eliminate the frustration and finger pointing endemic in a multi-vendor environment.

Additionally, CEO Services uses a number of professionals to deliver service to its clients. Choosing CEO Services puts a team of qualified people working on your finances. You're protected against having individual illness or workload wipe out your finance team — reassurance that a sole practitioner simply cannot provide.

Call CEO services to unload your financial problems into the hands of qualified, conscientious professionals.

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