Extensions Aren’t Scary

Extensions Aren’t Scary

Not going to make the April 15the deadline? That’s okay. Nothing bad will happen. Extensions are a normal part of tax season. They give you and your tax professional more time to gather missing information, clean up loose ends, and file an accurate return. That is the...
Sharing Online Banking with Your Accountant

Sharing Online Banking with Your Accountant

To allow your accountant access to your bank’s online banking system, follow these general steps. This typically involves navigating to a “User Management” or “Account Access” section, where you can add a new user and set permissions—usually “view-only” for...