IRS notice
IRS CP2000 Notice
What should I do after receiving an IRS CP2000 notice?
CPA document library
Payroll questions by IRS notice, tax form, report, city, and industry
Each page connects one real CPA document question to a Houston-area location, a specific business type, and the payroll decisions Mary Ann Hair, CPA reviews with business owners.
IRS notice
IRS CP14 Balance Due Notice
How should a business owner respond to an IRS CP14 balance due notice?
IRS collection notice
IRS CP504 Notice
What does an IRS CP504 notice mean for a local business?
IRS examination document
IRS Audit Letter
What records should a business gather after receiving an IRS audit letter?
IRS relief request
Penalty Abatement Request
When can a CPA help request IRS penalty abatement?
IRS filing notice
IRS Missing Return Notice
What happens when the IRS says a return is missing?
payroll tax form
Form 941
How should a business review Form 941 before payroll tax filing?
payroll tax form
Form 940
What should employers check before filing Form 940?
annual payroll forms
Forms W-2 and W-3
How do employers avoid W-2 and W-3 payroll reporting errors?
contractor reporting form
Form 1099-NEC
Who needs Form 1099-NEC, and what records should be reviewed?
payment reporting form
Form 1099-K
How should businesses reconcile Form 1099-K with their books?
vendor documentation
Form W-9
When should a business collect Form W-9 from vendors?
individual business tax schedule
Schedule C
What records support Schedule C business income and deductions?
rental and pass-through tax schedule
Schedule E
What should real estate owners review before filing Schedule E?
S corporation tax return
Form 1120-S
What should S corporation owners review before filing Form 1120-S?
partnership tax return
Form 1065
What should partnerships review before filing Form 1065?
estimated tax voucher
Form 1040-ES
How should business owners calculate quarterly estimated taxes?
business deduction form
Form 8829 Home Office Deduction
What records support the home office deduction on Form 8829?
asset and depreciation form
Form 4562 Depreciation
How should businesses document assets for Form 4562?
bookkeeping source document
Business Bank Statements
Why does a CPA need complete business bank statements?
payroll source document
Payroll Reports
Which payroll reports should a CPA review each month?
financial report
Profit and Loss Statement
How should a business owner read a profit and loss statement?
financial report
Balance Sheet
Why should a business owner review the balance sheet with a CPA?
financial report
Cash Flow Statement
How can a CPA use a cash flow statement to guide business decisions?
Document questions should be useful before they rank.
This library starts with records, deadlines, mistakes, and CPA review steps so each question helps an owner prepare for a practical conversation.