Software and Services

MileIQ: Helps keep track of business and personal mileage. 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 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

Daycare Providers

To order books and publications to enhance your daycare business click here. Don’t forget I’ll need a copy of your license for your return.

To get detailed information on Colorado Investment credits for Licensed Child Care Centers and Family care homes refer to this document.


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.