Greenleaf Accounting

Virtual Bookkeeping & Accounting Services

(814) 450-0072
  • Email
  • LinkedIn
  • RSS
  • Twitter
  • Home
  • Services
  • About
  • Testimonials
  • Blog
  • Contact

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, 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.

Share this:

  • Twitter
  • LinkedIn
  • Pinterest
  • Facebook
  • Email

Related posts:

Tax Time TipsTax Time Tips Default ThumbnailUncle Sam Wants your QB File! Default Thumbnail1099s Are Due January 31st! Have You Tried E-filing Yet? Top 5 Reasons to Make the Switch to Cloud Accounting by Greenleaf AccountingResources for e-Filing 1099 Forms

Filed Under: Small Biz Taxes

Free 1099 Success Cheat Sheet

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

Browse by Topic

  • 1099 Reporting
  • Best Practices
  • Bookkeeping
  • Greenleaf Accounting
  • New Business
  • Quotations
  • Small Biz Taxes

Recent Posts

5 Best Practices for Invoices That Get Paid Faster

We're excited to introduce a few new voices with the first in a series … [Read More...]

How to Pay yourself as an S-Corp

If your business is set up as an S-Corp (or an LLC with an … [Read More...]

Is an S-Corp Right for Your Business?

With all the recent tax shakeups, more and more small businesses are … [Read More...]

Estimated Quarterly Taxes Due Soon!

It's that time! The deadline to pay your fourth estimated tax payment … [Read More...]

© 2021 Greenleaf Accounting Services · Privacy Policy · Terms and Conditions · Website By Format Creative

loading Cancel
Post was not sent - check your email addresses!
Email check failed, please try again
Sorry, your blog cannot share posts by email.