Alerion Human Capital Management

10/09/2024

If you call the IRS about your account, be aware that you will have to verify your identity. Be cautious about accepting help with your account from anyone outside of the agency’s authentication process. Be wary of anyone asking for personal information - such as birthdates, addresses, Social Security numbers, photo identification, bank information, or credit and debit details – out of context. The IRS will never ask you for these.

10/08/2024

Are you a business owner trying to navigate payroll taxes? This guide could be the answer to your questions about optimizing the process!

Navigating the complexities of payroll taxes can be a daunting task for any business owner. From understanding tax regulations to ensuring timely payments, managing payroll taxes effectively is crucial for maintaining compliance and avoiding penalties. This guide will help you optimize your approach...

10/07/2024

In colonial America, bookkeepers used waste books as part of the traditional bookkeeping method. It consisted of a daily diary of every transaction made in chronological order. It was intended for temporary use only and once the information in it was transferred to an account journal, the waste book was unneeded. Fortunately, today we no longer need waste books thanks to double-entry accounting! Let us help you with your books by giving us a call at (719) 301-4400.

10/04/2024

Tax scams are designed to look official, and AI is often used to improve their quality and design making their schemes more difficult to detect. Only open or approve something if you expect it and know what it is. If you accidentally open a page or a document, a scammer can easily add malware to your device, monitor your activity, and steal your personal information. Report any suspicious and unsolicited emails to the IRS. Have questions about a message’s legitimacy? Call us at (719) 301-4400 today.

10/02/2024

Estate planning is the process of managing your assets during your lifetime so they can be distributed according to your wishes after your death. It entails choosing how to manage, maintain and divide assets, which include real estate, cash, investments and personal belongings. It also involves minimizing the taxes your estate and your heirs will pay. Call us at (719) 301-4400 to discuss your estate planning needs.

09/30/2024

For the tax year 2024, a nonrefundable clean vehicle (CV) tax credit of up to $7,500 is available for buying certain new fully electric, plug-in hybrid and fuel-cell electric vehicles. Alternatively, a credit of up to $4,000 is available to taxpayers purchasing eligible used vehicles. Vehicle eligibility and the size of the credit depend on factors such as the cost of the vehicle whether it satisfies certain manufacturing requirements and the taxpayer’s annual income.

09/27/2024

Payroll reporting involves calculating, managing, recording, and analyzing employees' compensation. You also may have to deal with employee benefits, wage garnishments and a variety of other issues related to employee wages. Focus on your business while we handle your payroll. Call us today at (719) 301-4400!

09/25/2024

Did you know that as a profession, bookkeeping has been around since the 15th century? Thanks to Italian mathematician Frater Luca Pacioli – the father of modern accounting – we have detailed accounting systems and tools that are still used today! One of his methods is double-entry bookkeeping. Who knew?! For all your accounting and bookkeeping needs today, contact us at (719) 301-4400.

09/24/2024

If you receive an audit notice, don’t fret! It’s crucial to remain calm to approach the situation with clarity and strategically to avoid any rash decisions that may have negative effects on you and your experience.

Receiving an audit notice can be an anxiety-inducing experience for anyone, whether it's from the IRS, a regulatory body, or an internal audit within your organization. However, it's crucial to remain calm and approach the situation methodically. In this guide, we'll outline steps you can take when....

09/23/2024

The Consumer Financial Protection Bureau (CFPB) has a variety of free financial booklets you can download (or even request to be mailed to you at no cost). Visit this link to access free information booklets regarding debt, bills, credit, and saving. These may be helpful to read when scheduling an appointment with us! Call us at (719) 301-4400 with any questions you have. https://bit.ly/3SqfwWX