Client Aids


Electronic Tax Organizer

Tax Notebook logoLogin here to access your online Tax Organizer. If you do not have a username or password please contact us.

 


Records Retention Schedule

Download our handy Record Retention Schedule PDF showing how long you need to keep general business and health care records.


Guidance for QuickBooks Users

Here are some step-by-step directions for emailing your QuickBooks backup file to LBA, sending your file using FTP, and restoring your backup file from LBA. If you need any help please feel free to contact us.


QuickBooks Software & Training

Discounted QuickBooks SoftwareSave by purchasing discounted QuickBooks® accounting software through LBA. In addition to purchasing this software at discounted rates through LBA, we can install it, customize it to your needs, and train you to use it with ease and confidence.