Record Keeping

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The Critical Role of Meticulous Business Recordkeeping

Running a successful business requires more than delivering great products or services. Behind the scenes, meticulous recordkeeping plays a crucial role in maintaining financial health, ensuring compliance, and maximizing tax savings.

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Before a Weather Emergency Closes Your Business, Make a Plan

It’s hurricane season, which is just one of several weather emergencies and other natural disasters companies may face, depending on location. Tornadoes, floods, and wildfires also pose serious threats. According to the Federal Emergency Management Agency (FEMA), about 25% of businesses never reopen after a major disaster. And many that do reopen struggle to recover.

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Is Your Business Ready for Digital Documents and E-Signatures?

Whether signing a vendor agreement, approving a repair estimate, or applying for a loan, chances are you’ve signed something digitally in recent months. In 2025, digital documents and e-signatures are no longer just a convenience — they’re fast becoming the standard.

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Keeping Good Tax Records Is Essential

An essential part of tax planning is keeping good records. Having an organized recordkeeping system makes it easier to file a tax return or understand a letter from the IRS. Here are some tips:

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Tax Season Cleanup: Which Records Can You Toss?

If you’ve filed your 2024 tax return, you may be eager to do some spring cleaning, starting with tax-related paper and digital clutter. The documentation needed to support a tax return may include receipts, bank and investment account statements, K-1s, W-2s, and 1099s. How long must you save these records? Three years is the general rule. But don’t be hasty: Failure to keep a paper trail for the information reported on a tax return could lead to problems if the IRS audits it.

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Your Business Tax Information at Your Fingertips

The IRS Business Tax Account provides information to sole proprietors, partners of partnerships, and shareholders of S corporations and C corporations. Eligible business taxpayers who set up an account can use the hub to make electronic payments, schedule or cancel future payments, and access other tools. They can also view their current balances, payment history, other business tax records, and digital copies of select IRS notices.

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Russo CPA Tax Tips Businesses can save taxes by acquiring and placing assets in service by year end

Business Owners Must Get Comfortable With Financial Statements

Financial statements can fascinate accountants, investors, and lenders. However, they may not be real page-turners for business owners.

The truth is each of the three parts of your financial statements is a valuable tool that can guide you toward reasonable, beneficial business decisions. For this reason, it’s essential to get comfortable with their respective purposes.

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