BUSINESS RESOURCES

Resources to Help You Run Your Business with Confidence

Running a business comes with enough challenges. These resources are here to help you stay organized, understand important deadlines, and make informed financial decisions with confidence. Whether you’re one of my clients or simply looking for reliable information, I hope you’ll find these tools helpful.

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QUICK ACCESS

Find What You’re Looking For

Whether you’re a current client or just exploring my services, these resources are designed to save you time, answer common questions, and help you make informed financial decisions with confidence.

New Client Checklist

Everything you’ll need to prepare for a smooth and successful onboarding.

View Checklist

Tax Deadlines

Stay on top of important federal and California filing deadlines to avoid costly penalties.

See Deadlines

Helpful Links

Quick access to trusted government agencies, business registrations, tax forms, and online resources.

Explore Links

Frequently Asked Questions

Find quick answers to the bookkeeping, payroll, and tax questions I hear most often.

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NEW CLIENT CHECKLIST

Getting Started Checklist

Having the right information from the beginning helps make the bookkeeping and tax preparation process smooth and efficient. Use this checklist to gather the items we’ll need before we begin working together. Don’t worry if you don’t have everything ready. This checklist is simply a guide—we’ll work with you to gather what’s needed during the onboarding process.

Business Information (if applicable)

  • Business Name
  • Entity Type (LLC, Corporation, Sole Proprietor, etc.)
  • EIN (if applicable)
  • Business Address
  • Business Phone & Email
  • Owner Information

Accounting Records

  • Current bookkeeping records
  • Access to QuickBooks or your accounting software
  • Prior year financial statements
  • Payroll records (if applicable)
  • Sales tax information (if applicable)

Financial Information

  • Business bank account statements
  • Business credit card statements
  • Business loan information
  • Merchant processor information (Square, Stripe, etc.)

Supporting Documents

  • Prior year tax return
  • Articles of Organization/Incorporation
  • Business licenses (if applicable)
  • IRS or state notices (if received)
  • Any additional documents that may help us understand your business finances
TAX DEADLINES

Common Tax Deadlines

Use this calendar as a quick reference for common federal and California filing deadlines for individuals and businesses. Because filing requirements vary, always verify the due dates that apply to your specific situation.

Individuals

Federal and California income tax filing and estimated payment deadlines.

  • Annual income tax returns
  • Quarterly estimated tax payments
  • Extension deadlines

Businesses

Filing deadlines for LLCs, corporations, partnerships, and S corporations.

  • Federal business returns
  • California entity filings
  • Annual LLC tax requirements

Payroll

Payroll tax deposit schedules, quarterly payroll returns, and annual reporting dates.

  • Payroll tax deposits
  • Quarterly payroll returns
  • W-2 & year-end reporting

Sales Tax

California sales and use tax filing due dates.

  • Filing frequencies
  • Return due dates
  • Payment deadlines
FEDERAL & CALIFORNIA DEADLINES

Tax Filing Calendar

The following dates are common filing deadlines for individuals and businesses. Tax situations vary, so consult your tax professional if you have questions about your specific filing requirements.

Filing Requirement

Standard Due Date

Who It Applies To

Individual Income Tax Return

April 15

Individuals

1st Estimated Tax Payment

April 15

Individuals & Sole Proprietors

2nd Estimated Tax Payment

June 15

Individuals & Sole Proprietors

3rd Estimated Tax Payment

September 15

Individuals & Sole Proprietors

4th Estimated Tax Payment

January 15 (next year)

Individuals & Sole Proprietors

Partnership Return (Form 1065)

March 15

Partnerships

S Corporation Return (Form 1120-S)

March 15

S Corporations

C Corporation Return (Form 1120)

April 15

C Corporations

California LLC Annual Tax Payment

15th day of the 4th month

California LLCs

Note: Filing deadlines may vary based on your business entity, fiscal year, filing elections, and IRS or California rule changes. Contact Clark Bookkeeping Services if you have questions about your specific filing requirements.

FREQUENTLY ASKED QUESTIONS

Frequently Asked Questions

Here are answers to some of the questions I receive most often. If you don’t see what you’re looking for, feel free to contact me—I’m always happy to help.

I provide QuickBooks Online setup and support, monthly bookkeeping, bank and credit card reconciliations, financial reporting, cleanup and catch-up bookkeeping, payroll services, and tax preparation for individuals, rental property owners, and small businesses.

Absolutely. Whether you’re several months—or even years—behind, I can organize your financial records, complete catch-up bookkeeping, and get your books current so you can move forward with confidence.

Yes. I prepare individual and small business tax returns and work with clients throughout the year to keep their books accurate, making tax season simpler, more organized, and less stressful.

Yes. I provide payroll processing, payroll tax filings, and year-end payroll reporting to help you pay employees accurately and remain compliant with federal and California requirements.

I specialize in QuickBooks Online and can help with setup, ongoing bookkeeping, account cleanup, and troubleshooting. If you’re using another accounting system, I’ll help determine the best approach for your business.

Yes. Although Clark Bookkeeping Services is based in California, I work with clients throughout the United States using secure cloud-based tools like QuickBooks Online, Zoom, email, and secure document sharing.

Most clients work with me entirely online. Documents are shared securely, meetings are held by phone or Zoom, and bookkeeping is completed using cloud-based software, making the process convenient no matter where you’re located.

Simply schedule a free consultation through my website. We’ll discuss your business, review your bookkeeping or tax needs, and determine the services that best fit your situation.

Every business is different, so pricing depends on the services you need and the complexity of your bookkeeping or tax situation. After a free consultation, I’ll provide a clear, fixed monthly price or project quote with no surprises.

Communication depends on your needs, but I stay in regular contact with my clients throughout the month. Whether you have questions, need reports, or simply want to discuss your business, I’m available by email, phone, or Zoom.

While many business owners start by managing their own books, bookkeeping becomes more time-consuming and complex as a business grows. Working with a professional helps keep your financial records accurate, saves valuable time, reduces costly mistakes, and gives you accurate financial information so you can make informed business decisions with confidence.

Absolutely. Protecting your financial information is one of my highest priorities. Documents are shared securely, your information is kept confidential, and I follow professional practices to safeguard your sensitive financial data.

LET’S TALK

Still Have Questions?

Every financial situation is unique. If you have questions about your bookkeeping, payroll, or tax needs, I’d be happy to help. Schedule a free consultation, and we’ll discuss your goals and how I can simplify your finances.

Schedule a Free Consultation

No pressure. Just a friendly conversation about your business and how I can help.