It's always a good idea to give your accountant direct access to QBO. If not for bookkeeping and/or reconciliation purposes, then your accountant should have access to your QBO file because they know what they need and how to get it for tax preparation and/or planning purposes, they can review data entered for accuracy and compliance and make adjustments as needed, and they know how to fix things easier and quicker. Adding your accountant to QuickBooks Online (QBO) is easy! F

Donating to charity not only benefits those in need, but it can also give you a tax deduction. Charitable Contributions use to only be allowed if you itemized; however, starting with tax year 2026, single filers that take the standard deduction can deduct up to $1,000 ($2,000 for joint filers) of cash contributions to qualified organizations.

You’re probably holding onto documents that you don’t need to, while also throwing out documents that you might need later. So how long should you keep tax documents? The general rule is a minimum of three (3) years, but six (6) years from filing is a good safe harbor. However, there are exceptions that may require you to keep documents longer.