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Death of a Taxpayer – A To Do List

Death of a family member is one of the most stressful events in life.  To compound the grief, there are final tax matters to deal with either by April 30th of the following year or 6 months after the date of death. What To Do Upon The Death of a Taxpayer? Upon the death of a taxpayer, at a minimum,

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Cloud Based Accounting: The Cloud, The Books, The Bookkeeper, and His Death

The use of cloud-based accounting software began to surface about five years ago, amongst my clients. Since then, I’ve seen more young entrepreneurs adopting software quickly and with minimum training.  Accounting software, desktop or cloud-based, is supposed to be user friendly for non-accountants, and this has been the case since accounting software came onto the scene in the 1990s. Now,

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