It takes us a lot of time to make sense out of and translate each individuals bookkeeping. If we were to do this, we'd have to charge significantly more. Since you already understand your own bookkeeping, you can do that faster, cheaper, and more accurately while also helping us quickly and correctly complete your return.
Moving forward, after you go through our Expense Summary you can see what categories we need and you can keep your spreadsheet in these categories. Making next year really, really easy.
Most people are keeping track of expenses just for tax time, so there’s no need for them to be very specific. Just get them into the categories they need to be in for taxes and put those totals in the Brass Taxes Expense Summary and, poof, you’re done.
But if that’s not enough to convince you…
– The Expense Summary captures a lot of information we need about you and your return, even if you’re not claiming expenses.
– The tax software we use (which, by the way, is NOT TurboTax), needs the numbers in those categories on the Expense Summary.