📚 Resources

Practical guides for people who keep their own books. Written from hands-on bookkeeping experience, not from a tax pro's chair — every page links to the relevant IRS publication if you want the official version.

This site is not tax or legal advice. I'm a sole proprietor who keeps his own records, not a CPA or tax attorney. For decisions specific to your situation, talk to a credentialed tax professional. The resources here are written to help you keep better records and ask your accountant better questions.

Recordkeeping

• Recordkeeping for self-employed people (even if a CPA does your taxes) — What to capture during the year so your accountant doesn't bill you extra hours sorting it out.
• Personal vs. business expenses: when one phone or card does both — How to categorize mixed-use expenses without losing deductions or tripping audit risk.
• Receipts and IRS retention rules — coming soon
• Mileage logs that actually hold up — coming soon

Tax schedules

• Schedule C for sole proprietors — coming soon
• Schedule F for farms — coming soon
• Schedule A: when itemizing beats the standard deduction — coming soon
• Quarterly estimated taxes for self-employed people — coming soon

Year-end

• The December tax-prep checklist — coming soon
• What to send your CPA (and what not to) — coming soon

App how-tos

• Splitting a receipt across multiple categories — coming soon
• Recording mileage as a transaction — coming soon
• Exporting for your accountant: CSV, PDF, or full backup — coming soon
• Restoring from a backup ZIP — coming soon

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