Keeper: Tax Filing & Expenses

I am an Actor/Entertainer and this was the first time I had to file my taxes as such. I was so put off by the process that filed for an extension. Well, I procrastinated all the way to Oct 16th. I knew that I was using Keeper for my 2023 taxes, but I had purchased in 2022 right after I filed for an extension. Long story short, I had no idea that Keeper was also tracking 2022. When I logged in, all I did was choose my year and go through the list of transactions and categorize them properly. After that, I went through the Tax Filing prompts and VOILA!! A process that I dreaded and thought would take me the better of 12+ grueling hours, took about 2.5, and that was mainly for the categorizing. Once I was done entering the tax files (for some reason the PDF upload was not working for me) it was run through an “optimizer” to check for possible Audit isssues. It came back without any potention, glaring issues and was sent to a reviewer. I opted to get a copy emailed to me and… that was it! And I was able to do all of that FROM MY CAR (yes, I did sit in the car for 2.5 hours 🥴) Keeper is THE BEST investment I’ve made EVER!! It took all the worry and confusion out of my first schedule C process and I couldn’t be more happy. Now I have to figure out what to do with all the time Keeper just saved me 😊

This was the BEST tax experience I have ever had. I opened my own business this year but I had other 1099 from side hustles which made my tax process more complicated then normal. But their app made everything so easy to understand, it organised my books, it sent my tax files for free it was SO SIMPLE. It was PERFECT for me and it saved me HUNDREDS of dollars compared to H&R block. I at first used this to organise the transaction on my bank accounts because for part of the year I was using my personal accounts for my business and then I opened my business bank accounts and had to go through those too. But it basically categorised everything for me and I just had to choose yes or no for the past transactions. Then I went to H&R to actually file the taxes but they wanted 400 dollars to do it… so after 10 mins in the meeting and knowing that this WONDERFUL app already would do it for free I was like… oops sorry I don’t think your service is the right way to go. I just continued the process with this app and they got everything done FASTER then if I did the H&R way. It’s perfect. HIGHLY RECOMMEND!!!

Before Keeper, since I started my mobile auto detail business last year, I was completely lost in the tax process. I knew enough to save my receipts for purchases such as gas and supplies, but beyond that I was (& still basically am!) clueless. Through Keeper Tax I've been able to log expenses I would never have included plus I'm learning the basics of the financial part of running my own startup! The only disappointments so far have been the fact that Venmo and Zelle, plus Cash App and Square, are as yet not included in the list of banks you're able to link to your Keeper account. No big deal for most I assume, but for me literally MOST (almost ALL) my payments come thru Venmo and often the other financial companies I listed above. To utilize Keeper fully, I must manually transfer each payment separately to my checking account with SchoolsFirst FCU and make sure I label the customer it came from. For expenses I've learned to almost invariably use my CU debit card because that way I can get the tax write off automactically. Love what you guys are doing for small businesses, Keeper, but please add Venmo (at least, if not also the other common online payment platforms!) and then I'll be completely satisfied with your app.