Software and Services
MileIQ: Helps keep track of business and personal mileage. The basic version is free to use. Upgrade for more options, if needed. Use the app or website.
Quickbooks: Create invoices. Track expenses. Add payroll services and a merchant account to receive payments via a credit card or ACH payment. App available for on the go accounting.
Freshbooks: Create invoices. Track expenses. Track your time. Add a merchant account to receive payments. App available for on the go accounting.
Wave Accounting: Free accounting software for invoicing and expense tracking. Fees for a merchant account and payroll services.
Download the Tax Organizer – This is designed as a guide to help you gather information prior to doing your return. Please be in touch with any questions or special circumstances.
Some examples of forms you should gather:
Mortgage 1098 or RV loan interest statement
Auto-related expenses – begin and end mileage, business miles, auto property tax, lease costs or auto loan interest
Social Security statements
Student Loan Information
Retirement Contributions – Roth, 401k, SEP