September Newsletter

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Volume 1, Issue 2 | September 2021

Welcome to PMHCC's bimonthly newsletter! We want to send you the most up-to-date information, relevant to you and your business in regards to tax, accounting, payroll, practice management and more as well as any company news and upcoming events.

Protect Yourself from Scammers by Knowing How the IRS Communicates

Learn More

Understanding how the IRS communicates can help taxpayers protect themselves from scammers who pretend to be from the IRS with the goal of stealing personal information. The IRS will never send unsolicited text messages or emails. They will generally send you a notice in the mail first before making any other attempts of communication. Be sure to always verify the credentials of the person you are speaking with to ensure they are in fact legitimate and from the IRS.

Records Retention

Many times, have you asked yourself do I need to keep all these records and for how long? Are your file cabinets and storage too full and inundated with records? The IRS allows businesses to choose some type of electronic system to capture and organize their records. All requirements that apply to hard copy books and records also apply to electronic records. Download our Records Retention Guide for quick referencing!

Download Records Retention Guide

Corporate Tax Returns Going Digital for 2021 Tax Year

In an effort to increase the efficiency of our processes, we will now deliver all corporate tax returns electronically for the 2021 tax year and beyond. Any documents sent electronically will be secured with a password to protect your privacy. When your tax return is prepared and ready for your review, you will receive two emails with instructions on how to download, save and electronically sign any required forms. More information to come towards the end of the year!

Staff Spotlight

Yeltsin Santana, Tax Analyst, Enrolled Agent

Yeltsin has been a part of the PMHCC tax team for the past two and a half years. He earned his Enrolled Agent designation in December 2019. Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete many hours of continuing education courses every three years. As a tax analyst, he is responsible for preparing Business & Individual tax returns as well as researching the tax laws to give the clients the best possible outcome.

Yeltsin came to the United States when he was eight years old from the Dominican Republic. He attended the University of William Paterson in New Jersey and graduated in 2016 with a Bachelors Degree in Accounting. He is married with two daughters and loves spending time with his family. He also enjoys watching his favorite sports, baseball and basketball.

PMHCC Gives Back

Marine Corps Toys for Tots Program

Every year, PMHCC volunteers as a local drop site for the Marine Corps Toys for Tots Program. The primary goal of Toys for Tots is, through the gift of a new toy, to help bring the joy of Christmas and send a message of hope to economically disadvantaged children. We would love help from you to make this year’s collection the best one yet! Please consider donating new, unwrapped toys and help us by spreading the word to family and friends.

Toys may be dropped off at our office from October 13th through December 14^th during our regular business hours. There will be two bins located directly inside the main entrance. We will also have an online charity registry through Target if you would like to participate virtually. Toys purchased through the Target registry will be delivered to our office and placed in the bins. We thank you in advance!

Online Donation Registry

Other Important Announcements and Deadlines

⭐Dental Fee Surveys

Dental Clients - Allison Gallegos sent out survey forms via email on 8/31. Completed forms are due back to us by October 1st!

⭐Tax Extension Deadline

October 15th is the tax extension deadline for all individual returns. Be sure to file before then to avoid interest and penalties!

⭐Year End Letter

Help our analysts to update your accounting records more efficiently and timely this year! You will be receiving your year end letter with any requested items from us by September 30th!

Client Referral Program

Contact your consultant today to learn how you can earn $500 cash for referring a friend or colleague to us! *Reward contingent upon referee maintaining PMHCC services for 3 months minimum.

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Visit Our Website

Professional Management Healthcare Consultants, Inc

Raleigh Office

9207 Baileywick Road

Raleigh, NC 27615

Phone (919) 876-9711

Wilmington Office

(By Appointment Only)

1213 Culbreth Drive, Suite 116

Wilmington, NC 28405

Phone (910) 798-6000

Our firm provides the information in this e-newsletter for general guidance only, and does not constitute the provision of legal advice, tax advice, accounting services, investment advice, or professional consulting of any kind. The information provided herein should not be used as a substitute for consultation with professional tax, accounting, legal, or other competent advisors. Before making any decision or taking any action, you should consult a professional advisor who has been provided with all pertinent facts relevant to your particular situation. Tax articles in this e-newsletter are not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding accuracy-related penalties that may be imposed on the taxpayer. The information is provided "as is," with no assurance or guarantee of completeness, accuracy, or timeliness of the information, and without warranty of any kind, express or implied, including but not limited to warranties of performance, merchantability, and fitness for a particular purpose.

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