Document Best Practices: For your security, please DO NOT email documents or use file-sharing services like Google Docs or Dropbox.
Preferred File Types for Upload: PDF
- PDFs may contain several documents.
- JPG files are okay as long as they are legible and the total number of JPGs uploaded is under 25.
- If you don't have a scanner, you can download the phone app and utilize it to create PDFs.
- We are unable to open or convert Apple files.
Bookkeeping:
- If you utilize Quickbooks, please invite your accountant to your Online books or upload a backup copy of your Desktop records. Be sure to share the Admin password for your accoutant to open backup files.
- Providing numerous receipts and/or bank statements for our office to determine expense totals is considered bookkeeping and will be billed at our hourly rate of $200 per hour. It may also delay the preparation of your tax return. If you would like to keep your invoice charges to a minimum, we have web organizers available to input your summarized income and expense totals.
- Spreadsheets - please utilize our self-employed and rental web organziers.