PO Box 1021, Logan, WV 25601
End-of-Year Tax Planning Check-ins now available!
Resources & Guides
Tax Recordkeeping Guide
Wondering just how long you need to hang on to old tax records? Check out this handy guide to help you know what to keep - and what to shred.
IRS Notices & Letters
If you've received a notice or letter from the IRS, don't panic! This guide will explain the most common reasons for an IRS letter - and what you can do if you get one.
Create an IRS Account
Create an IRS Online Account
Want easy access to your tax records or make payments online? This step-by-step guide will walk you through creating an IRS online account using ID.me.
Business Deduction Checklist
If you own a small business, you need this list! Grab this ultimate checklist of small business deductions so you don't miss out on any potential tax savings.
The simple tracking system you need to go from scattered receipts to clean, organized tax-ready records so you can finally feel confident at tax time.
Here's What's Included:
✔ Done-For-You Google Sheets template
✔Guided Income + Expense Tracking with Auto Categorization
✔ Monthly & Annual Dashboards for Quick Profit Insights
✔ Mileage Log + a Complete Tax-Ready Schedule C Summary
Tax-Ready
Income & Expense
Tracker
