Upload Files

• If you would like to "send" me a file containing sensitive information, click the LeapFILE logo below to access my secure file exchange site.  LeapFILE automatically protects your information under several layers of access firewalls and data encryption.  And don't worry---it's easy!

General

• Record Retention Guide for Businesses

• Record Retention Guide for Individuals

• If you'd like me to disclose information to a 3rd party, please complete and return the Consent to Disclose Tax Return or Other Information .

• Want to become more organized? Read this AICPA brochure to get you started, Setting Your Financial Records Straight .

• Why is Recordkeeping Necessary?

• What is a CPA?

• Ask questions throughout each phase of your life.

• Charity Navigator - Helping charitable givers to make intelligent decisions by providing information on over 5,000 charities and by evaluating the financial health of each of the charities.

College Financial Aid Information

• The College Tax Breaks Explained - January 9, 2007 SmartMoney.

• Finaidfacts.org - A nice starting point when just learning about college financial aid.

• The SmartStudent guide to financial aid

• CollegeBoard.com

• Application for Federal Student Aid (FAFSA)

• Collegesavings.org - This site provides detailed information about 529 college savings plans and allows you to compare plans from around the country.

• Savingforcollege.com - Objective information about Section 529 college savings plans and other ways to save and pay for college. They do not sell investments or offer individual investment advice. Instead, they compile and analyze the information that will help parents and financial professionals ease the pain of constantly rising tuition.

Tax Return Resources

• New individual clients:  Download a copy of my 2007 Tax Organizer .  This should help you gather and organize the information I need to prepare your tax return in the most cost-efficient way.  Just print out the pages that you need, fill it out, sign it and drop it off along with all of your tax documents.
• Download the list of items I need to prepare your Business income tax return .

• Need a mileage log?  Try my easy-to-use Excel spreadsheet.  Read more about the Standard Mileage Rate and business use automobile recordkeeping in my June 2005 Tax e-Newsletter.

• If you need help valuing your non-cash charitable contributions, visit The Salvation Army's website.

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702 West Drake Road, Building D  Fort Collins, CO  80526
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Copyright © 2004 - 2008 Diane Q. Vaughn, CPA, LLC

Last Modified:  October 21, 2008