Whether you're a business owner or an individual taxpayer, organized financial records are key to accurate tax filing, smoother audits, and smarter financial decisions. At LeBeau & Associates, we’ve seen firsthand how proper recordkeeping can reduce stress and improve outcomes at tax time.
You don’t need fancy software to stay organized. Whether you scan receipts into cloud folders or use labeled file boxes, consistency is key. That said, tools like QuickBooks, Google Drive, or even simple spreadsheets can make life easier, especially if you’re preparing for deductions or business filing.
