Time to begin year-end tax work

Too early to suggest working on your taxes? Absolutely not!

Once Thanksgiving hits, the rush to year-end becomes more hectic.
Start organizing your records now. Pull together and sort income and expense documentation – whether stored digitally or physically. Evaluate 2018 deductions before it’s too late. Tax questions? Call your accountant or tax preparer in the next two weeks before they’re buried by work.

To help you get started, here are some tips from the experts:

Tax preparation checklists are available from a number of public sources, including Nerd Wallet, H&R Block, TurboTax and others. The best come from your accountant or tax preparer. In either case, rely only on credible sources. For example, avoid irs.com. Remember: all government websites use the suffix .org.

Taking small steps now will ease the pain of tax return preparation later. Open your calendar and find 30 or 60 minute appointment blocks for specific tax-related tasks, like gathering records, sorting records, scanning receipts, or calling about your tax questions. You’ll be glad you did.

All Rights Reserved – Beverly Michaelis [2018]

Free QuickBooks Webinars

ebs Associates, the Advanced Certified QuickBooks Pro Advisors, are offering FREE QuickBooks Webinars this summer.  Choose from two tracks:

Advanced for the Legal Profession Webinars start this Friday, June 4.

Topics include: 

  • Trust Accounts (Part One and Two)
  • Payroll (Part One and Two)
  • Using Online Banking
  • Reports

Register here for the advanced series.  Programs will be held each Friday from 1:00 to 2:00 pm PST June 4 through July 9. 

Let Us Teach You The Power of QuickBooks (the QuickBooks Basic Series) will also begin this Friday, June 4.

Topics include: 

  • Getting Started and Setting Up a Company
  • Working with Lists and Invoicing for Services
  • Processing Payments and Working with Bank Accounts
  • Entering and Paying Bills and Customizing Forms
  • Writing Letters and Using Other QuickBooks Accounts
  • Creating Reports and Graphs and Doing Payroll in QuickBooks
  • Using Online Banking

Register here for the basic series.  Programs will be held each Friday from 10:00 to 11:30 am PST June 4 – July 16. 

Attend both or mix and match.  All the Webinars are free.