Welcome to our micro training video page!
It is our hope that these videos will be a helpful resource and help you better understand the services we offer. Content will continue to be uploaded to this page on topics such as bookkeeping, household budgets, and QuickBooks functionality, just to name a few. We are always available to help, so if you have any additional questions, please feel free to reach out to our team.
Personal Information Section
This section focuses on how to fill out the questionnaire section along with personal information such as contact information, direct deposit, filing preferences, estimated tax payments, & identity verification.
Income
This section focuses on how to fill out the income section of the organizer. Here we highlight income from your W-2, interest income, divided income, stocks, sales, pension, social security and much more.
Schedule C, D & F
This section focuses on information regarding schedules C, E & F. Here we highlight the key information needed regarding businesses, rental properties, and farms.
Schedule A
This section focuses on information regarding medical & dental expenses, long-term care premiums, prescription drugs, medical miles driven, property taxes paid, and charitable donations.
Education
This section of the organizer focuses on the 1098 – E for student loan interest, the 1098 -T for education expenses, and the 1099 – Q from any Qualified Educational Programs.
South Carolina
This section of the organizer focuses on information pertaining to South Carolina. The key areas of interest are sales subject to use tax, the motor fuel income tax credit, and other related South Carolina credits.