In this video, Sean Shertzer, a tax expert with over 10 years of experience, will guide you through the process of filing your income tax return. He will cover everything you need to know, from understanding your W-2 and 1099 forms to claiming all the deductions you're entitled to. Sean is passionate about helping people get the most out of their tax returns, and he's committed to providing personalized service to each and every client. If you're looking for a tax expert who can help you maximize your refund, contact Sean Shertzer today.
Avoid Tax Nightmares! W-2 & 1099 Tips You NEED to Know
BANK RECONCILIATION ERRORS
Are you struggling with bank reconciliation errors? Shertzer Bookkeeping & Tax Preparation can help! We are experts in bank reconciliation and can help you identify and correct any errors you may have. In this video, we will discuss the most common bank reconciliation errors and how to avoid them. We will also show you how to reconcile your bank account using our step-by-step process. If you are not sure how to reconcile your bank account, or if you have made errors in the past, please contact us today. We can help you get your books back in order.
Maximize Your Tax Savings: Credits & Write-Offs Explained
Are you leaving money on the table when it comes to your taxes? In this video, we break down the essential tax credits and write-offs you need to know to maximize your savings!
Confused by Schedule A? This Video Will Clear Things Up
Are you scratching your head over Schedule A? You're not alone! Itemized deductions can be tricky, but they're also a powerful way to reduce your tax burden. In this video, Sean Shertzer from Shertzer Bookkeeping & Tax Preparation breaks down Schedule A into easy-to-understand steps.
Understanding Income Tax Forms: A Step-by-Step Guide
Navigating income tax forms can be confusing. This step-by-step guide from Shertzer Bookkeeping & Tax Preparation simplifies the process, explaining everything you need to know to file your taxes with confidence. Learn about common forms, key deductions, and important deadlines.
Stop Losing Money: The Power of Bank Reconciliation (and How We Can Help)
Bank reconciliation. It's a phrase that can evoke groans from some small business owners, while others might not even fully understand its importance. But here's the truth: proper bank reconciliation is absolutely crucial for the financial health of your business. It's not just a good accounting practice; it's a fundamental step in preventing fraud, catching errors, and gaining a clear picture of your cash flow.
Tax Season 2024 is HERE! What You NEED to Know Series
Tax Season 2024 is officially here! This video covers everything you need to know to navigate tax season successfully. We'll discuss key dates and deadlines, important changes to tax laws, essential forms, and helpful tips for maximizing your refund. Get prepared and file with confidence!
Tax Series #2 - Form W2
This video goes over the W2 form and how and from where the amounts are calculated. As always, if you would like me to prepare and file your taxes, reach out today!
THINK HAVING A PROFESSIONAL BOOKKEEPER IS NOT AFFORDABLE?
Shertzer Bookkeeping & Tax Preparation can help you with all your bookkeeping and tax preparation needs, no matter how small your business is. They can help you keep track of your income and expenses, file your taxes accurately and on time, and save you money on your taxes.
CHALLENGES THAT BUSINESSES OWNERS FACE WHEN MANAGING THEIR OWN BOOKKEEPING.
At Shertzer Bookkeeping, we understand the challenges business owners face when managing their own finances. From organizing financial records to navigating complex tax requirements, bookkeeping can be overwhelming and time-consuming—taking you away from what you do best: growing your business.
Tax Series #1 - Form 1099-NEC
This video is about the 1099-NEC form, which is used to report income paid to independent contractors. The video explains when a 1099-NEC is required, who needs to file it, and the deadline for filing. It also provides information on where to find more information about the 1099-NEC.
Getting ready for taxes in 2025
This video is about getting ready for taxes in 2025. The video is hosted by Sean from Shertzer Bookkeeping. He talks about the importance of gathering documents early and the importance of finding a good tax professional. He also provides some resources for people who want to learn more about taxes, such as the IRS website and the Franchise Tax Board website.
About Shertzer Bookkeeping
This video is about Shertzer Bookkeeping, a YouTube channel created by Sean, the owner of the bookkeeping company. Sean introduces his channel and explains that he will be using it to teach viewers about QuickBooks Online, a popular bookkeeping software. He plans to upload weekly videos on Thursdays, each focusing on a specific aspect of QuickBooks Online. Sean encourages viewers to use his videos to learn about the software and decide whether they want to do their own bookkeeping or hire a professional like him. He provides his contact information in the video description for viewers who have questions or want to reach out to him.
How to connect your bank accounts to QuickBooks
This video is about how to connect your bank accounts to QuickBooks Online. The video is hosted by Sean from Shertzer Bookkeeping. He starts by explaining what QuickBooks Online is and why it is a popular bookkeeping platform. He then walks viewers through the process of connecting their bank accounts to QuickBooks Online. He explains how to choose the bank accounts you want to connect and how to map them to the correct accounts in QuickBooks Online. He also explains how to choose the date range for the transactions you want to import. Finally, he explains that the next video will cover how to categorize the transactions that are imported from your bank accounts.
How to create invoices and receive payments in QuickBooks
This video is about how to create invoices and receive payments in QuickBooks Online. The video is hosted by Sean from Shertzer Bookkeeping. He starts by explaining how to create a new customer in QuickBooks Online. He then shows how to create an invoice for that customer. He explains how to set the invoice date and terms. He also explains how to add a description to the invoice. Finally, he shows how to receive payment for the invoice and how to match the payment to the bank deposit in QuickBooks Online.