What you need to know about the latest on the Massachusetts Paid Family & Medical Leave Act

There are many questions around what the guidance states, what is required of you, and what the impact is on your business.  Final regulations were expected to be released July 1st and deductions were to begin on July 1st. Updates to the regulations have pushed the deadlines out to the September/October time frame. See what’s expected and check here regularly for the latest updates to regulations and deadlines.

Find the latest guidance here.

Client Portal: We use ShareFile, you can too!

ShareFile, our Client Portal, provides a fast, secure solution for sharing and exchanging electronic documents. It also allows a reduction in environmental waste by corresponding electronically instead of handling paper. Unlike email and email attachments, documents accessed through the Client Portal are protected by encryption technology providing confidence that your information is secure when in transit and at rest. » More about our Portal

Our client portal is located here: https://carasshulman.sharefile.com.

Request your portal today and start sending and receiving your documents securely and electronically!

Forms for Tax Year 2018

In our continuing effort to be a paperless office, we have created electronic forms which may be downloaded, completed, and returned to our office to facilitate preparation of your tax returns. Click the title of each form you wish to download.

Form 1099 Preparation Request Form may be used to request 1099 preparation for any non-employee who earned over $600 during 2018.

Income Tax Engagement Letter for Individuals The engagement letter outlines services to be provided for the current tax year and we are able to commence requested services once an executed agreement is in place.

Income Tax Organizer for Individuals The 2018 Tax Organizer is a comprehensive document with fillable form fields that helps you organize your tax information to ensure you don’t miss any important deductions.

Income Tax Questionnaire for Individuals Question pages from our 2018 Income Tax Organizer are a helpful checklist of items that will assist you in compiling your tax documentation for the year.

Note: You must have Adobe Acrobat Reader installed to view and print the above forms. Click here to download the free program.

Are You Required to File Form 1099?

If you’re self-employed, or own a small business, and have questions on filing 1099s or other information returns, here is a good summary of those requirements:

https://www.irs.gov/businesses/small-businesses-self-employed/am-i-required-to-file-a-form-1099-or-other-information-return