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Videos Archives - Cozby & Company

Avoid Phishing Emails

  More than 90 percent of identity thieves and data breaches start with a phishing email. Phishing scams pose as a trusted company: maybe your bank, a favorite retailer, or your state tax agency  - even the IRS. Here's one way to recognize a scam: the phishing emails tells an urgent story. For example, there's a [...]

How to Create and Customize an Invoice in QuickBooks Online

Did you know that you can: Easily create an invoice in QuickBooks Online? Access numerous customization options to tailor your invoice to your business? Allow your customers to pay your invoice online? Review the status of sent invoices? This video provides step-by-step instructions to walk you through how to do each of these items. Get ready [...]

Set Up an IRS Payment Plan Online

Filing your tax return and paying what you owe on time is always best. But if you can't pay in full, you still need to file on time and pay what you can. In most cases, you have options for how to make your payments. You can pay by direct debit from your bank account, or [...]

Miss the Filing Deadline?

Did you miss the filing deadline? If so, file now and pay as much of your tax bill as you can, ASAP, to avoid penalties and interest. Learn more at IRS.gov/payments.

How to Complete Form 8300 – Part II

Here's the Part 2 video explaining how to submit a complete and correct Form 8300, Report of Cash Transactions Over $10,000 Received in a Trade or Business. In situations where a transaction is being conducted on behalf of more than one person, including a married couple, or a parent and child, or an employee for an [...]

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