Tom Bream Accounting and Tax Services Santa Barbara and Mission Viejo

Now you can trust your payroll is in good hands. There’s nothing better than personal attention from a trusted advisor who knows your business.

No more IRS penalties!
• Did you know that each year, 1 out of 3 small businesses pays a   penalty to the IRS?
• With our payroll service, you’ll never miss a tax deadline or pay the   wrong amount.

Accurate payroll you can count on•
• We complete your federal and state payroll filings for you, including   941/944 quarterly forms, year-end 940 forms, and W-2’s.
• All of your payroll information will be maintained and available:   employee records, past pay stubs, tax filings, and records of tax   payments.

You and your employees will be pleased
• Paychecks can be electronically deposited into employee bank   accounts with our Direct Deposit service. Your employees will   appreciate Direct Deposit. No more trips to the bank. We also provide   professional pay stubs detailing the current as well as year-to-date   withholdings, vacation and sick time.
• All common pay types are supported.
• Voluntary deductions are also handled, such as insurance, retirement   plans, and many others.

FAQs
What do I need to get started?
All we need is your company and employee information, and payroll history (if any) for this year. Call us to schedule an appointment to discuss your payroll requirements.

Can I switch payroll providers mid-year?
Yes, we can start your payroll any time as long as you have records of your payroll history.

What about W-2’s?
At year-end, we create W-2 forms for you and your employees. And we take care of filing them with the Social Security Administration.

Do employees get online access to their pay stubs?
Absolutely. Your employees can also access their pay stubs securely online at PaycheckRecords.com, 24 hours a day, 7 days a week.

Can I import payroll information to my accounting software?
Yes, we can help you import payroll data into accounting software such as QuickBooks®, QuickBooks Online Edition, QuickBooks for Mac, Peachtree®, ATX Client Write-Up™, TaxWise Client Write-Up™, CCH ProSystem fx® Write-Up, and Microsoft® Money, so that all information is in one place.

How will I stay on top of my payroll details?
We will provide you with a variety of reports that will allow you to remain informed and in control of your payroll.

Accurate Paydays
• Guaranteed accurate federal, state   and local tax calculations
• Direct deposit
• Professional paychecks and pay   stubs
• Secure online employee access to   pay stubs
• Payments to independent   contractors
• Wage garnishments
• Vacation and sick pay tracking
• Pay types: salary, hourly wages,   multiple pay rates, bonuses, cash   tips, paycheck tips, expense   reimbursements, allowances,   holiday, and more
• Voluntary deductions: taxable and   pre tax premiums for medical,   dental, and vision; retirement plans;   flexible spending accounts:   dependent and medical care; cash   advance and loan repayments; and   others

Federal Tax Deposits and Filings
• Quarterly and year-end filings
• W-2’s
• W-4’s, I-9’s and employer   registration forms

State Tax Deposits and Filings
• Quarterly and year-end filings
• Multi-state tax payments and filings
• New hire reporting
• Employer registration forms

Accounting Software Integration
• Payroll data integration available   for QuickBooks®, QuickBooks   Online Edition, QuickBooks for Mac,   Peachtree®, ATX Client Write-Up™,   TaxWise Client Write-Up™, CCH   ProSystem fx® Write-Up, and   Microsoft® Money

Detailed, Insightful Reports
• Employer reports: Tax Liability, Tax   and Wage Summary, Total Pay, Tax   Payments, Workers’ Compensation,   Vacation and Sick Leave, Billing
  Summary, Total Cost, Retirement   Plans
• Employee reports: Payroll   Summary, Payroll Details,   Deductions, Last Paycheck,   Employee Details