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A Filing System Even Uncle Sam Would Love

August 4, 2009 by Deb Howard Greenleaf

Recently, I found a really neat product for accumulating your tax documents and receipts throughout the year, so you can always be ready for tax time.  It’s called FreedomFiler:

 

You can have one folder for all of your income statements, or numerous folders for “Income/W2,” “Business Income,” “Rental Income,” and so on.  You can have a single folder for “Itemized Deductions,” or one for “Medical Expenses,” one for “Charitable Contributions,” and one for “Unreimbursed Business Expenses.”  You can make the system as simple or detailed as you like.  The beauty of the system is that no matter what paper you find, there’s a folder for it.  And at the end of the year, everything is ready to hand over to your tax preparer.  Check it out!

Deb Howard Greenleaf
Deb Howard Greenleaf

Deb Howard Greenleaf, EA, CEO and Principal, of Greenleaf Accounting Services provides virtual accounting and bookkeeping services and specializes in financial management to consultants, coaches, solo professionals, and other small business owners across the US. Deb is an Enrolled Agent (EA)—an IRS-licensed tax professional—and specializes in small businesses and entrepreneurs filing Schedule C or as an LLC. As an Advanced Certified QuickBooks ProAdvisor, Deb spends her day in QuickBooks Online and specializes in providing QBO support.

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Filed Under: Small Biz Taxes

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(814) 450-0072

Free 1099 Success Cheat Sheet

Want to be ready for 1099s at year end?
Learn how with my 1099 cheat sheet.

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Reliable, Efficient and Precise

“Deb has handled my company’s invoicing and bookkeeping with impeccable attention to detail and service for several years. She is reliable, efficient and precise – remembering logistics, following through on details, and always smiling. I appreciate her help and value her expertise in handling my finances. Deb is the quintessential professional – I highly recommend her without hesitiaton.”

– Dr. Camille Preston, Owner,
AIM Leadership, LLC

Knows Her Stuff Inside & Out

“Deb is an amazing person, not only at what she does (in which she excels) but her personality is simply the best! She is always in clear control of her work; she knows her stuff inside and out; and she’s such a joy to work with and to count as a friend! I would highly recommend Deb to anyone who is looking for someone who is “above and beyond” the normal bookkeeper.”

– Vickie Turley, Chief Administrative Manager,
BossaNova Consulting Group, Inc.

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