Alfredo Castillo
Sample memberSmall-business owners · Colorado
Learning to keep business and personal spending apart.
5 lessons done · 0 sample posts
1,000 sample profiles, each one labelled.
Small-business owners · Colorado
Learning to keep business and personal spending apart.
5 lessons done · 0 sample posts
Bookkeeping learners · Maryland
Learning the monthly close checklist.
6 lessons done · 0 sample posts
Students · Nevada
Learning how education documents fit into filing.
1 lessons done · 1 sample posts
Retirees · Georgia
Organizing retirement statements and getting ready early.
1 lessons done · 0 sample posts
New homeowners · Wisconsin
Reading up on which home documents to gather.
1 lessons done · 0 sample posts
Retirees · Indiana
Practicing secure scanning and uploading.
0 lessons done · 2 sample posts
Bookkeeping learners · Illinois
Following the bookkeeping guides step by step.
5 lessons done · 0 sample posts

New homeowners · Tennessee
Reading up on which home documents to gather.
3 lessons done · 1 sample posts

Retirees · Connecticut
Practicing secure scanning and uploading.
5 lessons done · 0 sample posts

Freelancers · Michigan
Working through the self-employed organizer one section at a time.
0 lessons done · 0 sample posts
Small-business owners · Washington
Learning to keep business and personal spending apart.
3 lessons done · 1 sample posts
Freelancers · Michigan
Working through the self-employed organizer one section at a time.
1 lessons done · 1 sample posts

Students · New York
New to filing and working through the lessons.
1 lessons done · 1 sample posts
Small-business owners · Georgia
Building a monthly close habit for the business.
5 lessons done · 0 sample posts
Small-business owners · Missouri
Building a monthly close habit for the business.
2 lessons done · 0 sample posts

Students · Ohio
Learning how education documents fit into filing.
0 lessons done · 0 sample posts

Students · Virginia
Figuring out which school forms to gather.
4 lessons done · 0 sample posts

Small-business owners · Arizona
Building a monthly close habit for the business.
0 lessons done · 0 sample posts

Students · Massachusetts
New to filing and working through the lessons.
2 lessons done · 1 sample posts

Small-business owners · Nevada
Here for the bookkeeping guides and office hours.
0 lessons done · 0 sample posts

Retirees · South Carolina
Organizing retirement statements and getting ready early.
1 lessons done · 1 sample posts

Students · Alabama
Learning how education documents fit into filing.
1 lessons done · 0 sample posts

Students · California
New to filing and working through the lessons.
4 lessons done · 0 sample posts

Students · Virginia
Learning how education documents fit into filing.
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