Blog

Schedule C and E

Fill out a worksheet online here – Or download to use at home!

August 2021 Client Events – choose which is best for you! RSVP for morning coffee (7am-12 noon Tuesday August 3rd) Can’t make the event? Take your gift during client appreciation week! August 2nd to 5th I’m a bit further away. I’ll RSVP remotely! (email [email protected])

What to Bring

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Here’s a quick list of what to bring for tax season — whether that’s through our portal, email, or in-person we have you prepped!

Monthly Budget

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Monthly budget

Business Worksheets

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Are you confused about which expenses can be used for business? Check out our business deductions worksheet on excel – Business Deductions For Clients Here is a PDF version if you prefer This will help you organize expenses and prepare to send our way– and if you have questions, we’re always available for a bookkeeping appointment!