Year-Round Tax Planning Tips for Taxpayers

This article was published by the IRS. Here are some simple things taxpayers can do throughout the year to make next filing season less stressful: Organize tax records. Create a system that keeps all important information together. Taxpayers can use a software program for electronic recordkeeping or store paper documents in clearly labeled folders. They should [...]

How to Reclassify QuickBooks Transactions

Normally you must change the account, class, or location one by one for multiple locations. With QuickBooks Online Advanced, however, you can save time and change those details for multiple transactions with a single step. This video goes over a common problem with accounts on transactions, and then fixes that problem across multiple transactions with Reclassify [...]

Preparing for Disasters

It's important to think about hurricanes, tornadoes, and other disasters so you're prepared in case they happen. This includes safeguarding your tax forms and other financial records. First, you could take advantage of electronic record keeping. See if you can receive your bank statements and related documents by email. For paper documents such as W-2s and [...]

Ways to Tell If the IRS is Reaching Out or If It’s a Scammer

This article was published by the IRS. Identity thieves can prey on anyone, at any time. Here are some helpful tips for taxpayers to know when it’s really the IRS or not. Email, text and social media The IRS doesn’t make initial contact through email or social media channels. Some common electronic scams thieves use are: [...]

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