The Folsom Firm

02/19/2026

✨️Dreaming of refunds and organized books this season 💸

If your receipts are in a shoebox…

If QuickBooks hasn’t been opened since last spring…

If you’re “waiting on one more form” 😬

It’s time to call The Folsom Firm.

We handle the numbers — you keep building the dream. 💼📈

01/21/2026

Not sure what's needed to file your taxes? Here's a checklist for documents commonly used 📝:

🧾 Personal & Identification

Photo ID for you (and spouse if filing jointly)

Social Security cards/numbers for all taxpayers & dependents

Last year’s federal tax return (if available)

💰 Income Documents

W-2s

1099-NEC / 1099 MISC

1099-INT / 1099-DIV

1099-R

SSA-1099

1099-G

Any other income statements (rental, royalties, etc.)

📈 Business or Self-Employment (if applicable)

Income records / 1099s

Expense receipts (mileage, phone, home office, supplies)

Mileage log (if claiming vehicle use deduction)

📉 Other Deductions & Credits:

Tip income documentation

Overtime pay documentation

Mortgage interest (Form 1098) & property taxes

Childcare provider info & costs

Child Tax Credit documentation

Education expenses (Form 1098-T / 1098-E)

Charitable contributions documentation

Health insurance forms (1095-A if Marketplace)

🏦 Banking & Direct Deposit

Bank routing & account numbers for refund or payment

🧠 Helpful Extras

List of any estimated tax payments made

Any IRS notices received during the year

01/13/2026

📋 Do you need to file a Schedule C?

If you work for yourself — even part-time — taxes work a little differently.

If you’re self-employed, side-hustler, a 1099 contractor— this one’s for you.

Here's an easy-to-read Schedule C expense list so you know what business expenses may be deductible and what records to keep.

💡 Simple. Helpful.

10/19/2025

Hey everyone! This is Ellen here, I've been in the accounting world in some capacity for over 15 years, often maintaining a few personal clients and helping family and friends with their tax and bookkeeping needs. I've decided to expand on that and take on new clients. If you have any bookkeeping, tax prep, payroll, sales tax, or other accounting needs, reach out and we can discuss what is best for you. I love my work and I love helping others with theirs even more. Check out my website for additional information

Accounting ServicesProfessional accounting with a personal touch. The Folsom Firm is owned and operated by Ellen Folsom, an accountant who truly enjoys her work and helping others achieve financial peace of mind. With a passion for accuracy, and personal service, she strives to make accounting appro...