QuickBooks – which service should I use?

In this month’s video, I shared some strategies for getting organized with your tax records.  One of the most common groups of clients that seem to have trouble getting and staying organized are those that have 1099 income.  The main reason for this is that some additional deductions are now available to you.  If you find yourself in that situation, I may have a solution for you.  QuickBooks offers a couple of services that help you track your income and expenses. Continue reading

Getting Organized [Video]

With back to school, fall sports schedules, and life in general, you might feel like you’re sitting in the middle of a merry-go-round and can’t get off.  While we can’t help pack Susie’s lunch or take Billy to football practice, we can help you get your tax records organized.


She gives you some tips to help get your tax records organized now, and keep them organized, so that when year end rolls around, you can enjoy Christmas break with the kids instead of shuffling through paperwork for tax season.

And Baby Makes Three

Whenever our clients are expecting their first child, they often come to me wondering what impact this will have on their taxes.  As with most things in the tax world, the answer is, “It depends.”  There are a few tax items that this little bundle of joy will impact, but much of that has to do with your income level and other aspects of your specific situation. Continue reading

More IRS Notices

In this month’s video, I described two of the most common IRS notices, the CP2000 and CP501.  While these two are the most often received, they are far from the only notices sent.  The IRS has a whole host of letters that they send depending on the exact situation.  To help you be better prepared for the dreaded letter that may show up in your mailbox, let’s look at some other IRS notices. Continue reading