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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:

W2s

1099s

Mortgage 1098 or RV loan interest statement

Business expenses/income

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

 

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In order to meet the requirements of the Gramm-Leach-Bliley Act of 1999 the following is my privacy policy.

It is the policy of my firm to handle the information you provide with the utmost confidentiality and care.  I restrict access to nonpublic personal information about you to only those who need to know this information in order to complete the work you have hired me to do.  I will not disclose your personal and confidential information to anyone outside the firm without your express written permission to do so. I maintain physical, electronic and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.