
Erin Romano
Sample memberFreelancers · California
Here to understand 1099 forms and what to keep.
0 lessons done · 0 sample posts
1,000 sample profiles, each one labelled.

Freelancers · California
Here to understand 1099 forms and what to keep.
0 lessons done · 0 sample posts
Retirees · Florida
Learning which distribution forms to expect.
3 lessons done · 1 sample posts
Students · Tennessee
Figuring out which school forms to gather.
4 lessons done · 1 sample posts
Students · Ohio
New to filing and working through the lessons.
5 lessons done · 0 sample posts

Freelancers · Oklahoma
Working through the self-employed organizer one section at a time.
2 lessons done · 0 sample posts

New homeowners · Tennessee
Reading up on which home documents to gather.
4 lessons done · 0 sample posts

Retirees · Alabama
Learning which distribution forms to expect.
3 lessons done · 0 sample posts

Document-readiness learners · Michigan
Working on being document-ready well before filing season.
4 lessons done · 0 sample posts

Document-readiness learners · Wisconsin
Learning what each tax-season stage means.
6 lessons done · 1 sample posts

Bookkeeping learners · Texas
Learning the monthly close checklist.
0 lessons done · 2 sample posts

Small-business owners · Massachusetts
Learning to keep business and personal spending apart.
3 lessons done · 1 sample posts
Freelancers · Texas
Learning how to keep income records tidy before filing season.
2 lessons done · 0 sample posts
New homeowners · Oregon
Reading up on which home documents to gather.
5 lessons done · 0 sample posts
Small-business owners · Pennsylvania
Learning to keep business and personal spending apart.
3 lessons done · 1 sample posts
New homeowners · Washington
First year with a mortgage and a stack of closing paperwork to sort.
2 lessons done · 0 sample posts
Students · North Carolina
New to filing and working through the lessons.
4 lessons done · 0 sample posts
New homeowners · Maryland
Reading up on which home documents to gather.
1 lessons done · 1 sample posts

Students · Kentucky
Figuring out which school forms to gather.
0 lessons done · 0 sample posts
Document-readiness learners · Maryland
Working on being document-ready well before filing season.
0 lessons done · 0 sample posts

Retirees · Nevada
Practicing secure scanning and uploading.
4 lessons done · 1 sample posts
Small-business owners · Missouri
Building a monthly close habit for the business.
2 lessons done · 0 sample posts

Small-business owners · Wisconsin
Here for the bookkeeping guides and office hours.
5 lessons done · 0 sample posts
Retirees · Oklahoma
Practicing secure scanning and uploading.
2 lessons done · 1 sample posts

Retirees · Arizona
Practicing secure scanning and uploading.
3 lessons done · 0 sample posts
I am still learning, so any general tips from the guides are welcome. Please no personal tax details here.
Hiro Choi · 3 sample repliesI am still learning, so any general tips from the guides are welcome. Please no personal tax details here.
Candace Terrell · 5 sample repliesA short note on my routine. I follow the guide and keep everything in one folder by year.
Camila Medina · 4 sample repliesA short note on my routine. I follow the guide and keep everything in one folder by year.
Angel Trevino · 2 sample repliesSharing what has worked for me so far and curious what others do. I am only talking about habits, not my own return.
Dana Hill · 0 sample repliesI am still learning, so any general tips from the guides are welcome. Please no personal tax details here.
Cole Ward · 2 sample replies