Learn more about Hubdoc

what is hubdoc

Uploaded documents can be configured to send a copy to your Xero file and automatically create transactions in your Xero file. Hubdoc turns a PDF bank statement into a CSV, making it quick and easy to get the transaction data into Xero. Believe me when I say that I have “been there and done that” when it comes to chasing clients for invoice records. Hubdoc has opened my eyes to how much quicker and seamless the process can actually be. It’s no secret that bill payments have traditionally been a slow and painful experience – a necessary evil for many business owners.

Seamlessly match transactions with your bank feed so you have reconciled, up-to-date financials. This website is using a security service to protect itself from online attacks. The action you just performed triggered the security solution.

Store documents online

Check out our webinar, Simplifying bill payments for your business, to find out more ways you can streamline your processes. Access all Xero features for 30 days, then decide which plan best suits your business.

There are several actions that could trigger this block including submitting a certain word or phrase, a SQL command or malformed data. We’ve established that managing bill payments has historically been labour intensive, but what does this actually mean for clients? To put it simply, clients lack visibility of their cash flow. It’s a constant struggle for business owners to stay up to date, leaving you as the practice in the dark on your clients’ financial position. As a result, adding value as their trusted advisor can become difficult. Go paperless, with all your bills and receipts stored together online.

Overview: Put your free Partner organization into practice

Once you’re all set up on Hubdoc, it’s time to say goodbye to dealing with batch payment files. Xero’s Pay with Wise integration lets you pay and reconcile multiple bills through Xero with just a few clicks. It’s a new standardised way to make bill payments regardless of your bank. Again, it’s all about taking steps to give yourself more time to focus on the stuff that matters, and less time on the admin.

Once documents have been seamlessly uploaded, the key data is extracted and synced with Xero or Quickbooks Online as an accurately coded transaction with the source document attached. Hubdoc transactions are automatically matched to the corresponding transaction in the bank feed, ready for one-click reconciliation and allowing for audit proofed books. Hubdoc is a data capture solution that what is hubdoc gives you and your clients the tools you need to easily capture bills and receipts. Once documents have been seamlessly uploaded to Hubdoc, the key data is extracted and synced to Xero as accurately coded transactions with the source documents attached. Hubdoc transactions are automatically matched to the corresponding transaction in the Xero bank feed, ready for one-click reconciliation.

Spend less time chasing client documents, more time running your practice

It actually does the data entry heavy lifting for you by reading key information from bills and receipts and turning it into usable data. Get copies of documents and key data stored into Xero automatically. Hubdoc, a Xero-owned company, helps you spend less time chasing financial documents, and more time running your business. Since being acquired by Xero, Hubdoc continues to evolve into a feature-rich platform for Xero users to capitalize on. You don’t have to chase documents at the end of the month, quarter, or year. All your financial documents are securely stored and managed from one place, giving your business peace of mind.

7 Best Tulsa Tax Attorneys

Pamela Wheeler is an attorney and a Certified Public Accountant in Oklahoma. She has extensive experience and success in representing clients in federal and state taxation, and also in tax controversies and tax planning. She assists individuals and business clients in the examination process and resolves their issues in either IRS Appeals or the US Tax Court. We are a boutique tax law and litigation firm with a concentrated practice
in all areas of
tax law,
tax controversy and resolution,
individual and
business taxation.

Tulsa Tax Law Attorney

Swanson Law Firm was established in 2015 by Clint T. Swanson, who holds a Master of Laws in Taxation. Swanson also handles business succession planning, probate and administration, and business entity selection and formation. Members of our Tulsa Office team handle tax preparation, revenue officer assistance, levy or lien releases along with several of our other tax & accounting services. The office houses tax preparers, accountants, tax attorneys, enrolled agents and case managers that help handle our clients across the state. At Eagleton, Eagleton & Harrison, we focus our practice on all aspects
of tax law. We also provide comprehensive
estate planning services and assistance with business taxation issues, such as business formation,
agreements, and transactions.

Oklahoma Law Resources

Barrow & Grimm is proud to offer services of the attorneys listed below that have a concentrated education and experience in this field. Choosing to work with any of these Barrow and Grimm attorneys assures that you are working with a seasoned expert in this particular https://turbo-tax.org/tulsa-tax-law-attorney/ field. If you are facing an IRS audit, have an unpaid lien, or are dealing with
a related dispute, speak with us as soon as possible. Tax controversies
are serious legal matters and could result in steep financial penalties
if you fail to take prompt action.

The State of Oklahoma taxes business entities, trusts and individuals with such taxes as income, excise, sales, use and unemployment taxes. Many small business owners and self-employed individuals are struggling with tax problems and need an experienced team to help resolve their tax issues. Polston Tax is one of the few top-rated tax resolution companies that is fully equipped to help solve your tax problems. Contact us today to schedule an appointment with our experienced tax attorneys or to learn more about how we can help your business with tax issues.

Service Providers

Polston Tax is one of the best tax resolution companies for dealing with these types of issues and we can act as your representative. Unable to sell your property or receive a loan due to an IRS or state tax lien? Polston’s tax resolution professionals can help you secure a lien release. Polston Tax’s award-winning team can help end your tax problems with the IRS & State, and can create a plan to make sure you never experience tax issues again.

What is Tulsa OK tax rate?

What is the sales tax rate in Tulsa, Oklahoma? The minimum combined 2023 sales tax rate for Tulsa, Oklahoma is 8.52%. This is the total of state, county and city sales tax rates.

The LII Lawyer Directory contains lawyers who have claimed their profiles and are actively seeking clients. For a more comprehensive look at my experience resolving IRS problems, please review my resume. What my resume will tell you is that I am a highly trained and experienced tax law problem specialist and a veteran trial and appellate litigator. Phil is a highly accomplished family law attorney, who enjoys helping his clients resolve family challenges. He has been widely published and regularly presents at local and nationwide events. Phil’s focus areas include adoption, ethics, paternity, habeas corpus/writ proceedings, guardianship, military law, guardian ad litem training, trial advocacy and law practice management.

Matt D. Matheson, Attorney

Our attorney in Tulsa has over 35 years of experience handling tax matters
and has earned an AV Preeminent® Rating from Martindale-Hubbell®,
the highest peer-review rating awarded by this prestigious legal organization. He assists clients in the areas of federal, state and local taxation, including controversy and litigation matters. In addition, he has extensive knowledge in navigating clients in the marijuana business through the various tax laws that affect the industry. At The Carver Law Office, we have helped hundreds in Tulsa and surrounding areas work through their tax matters.

  • A Polston Tax resolution attorney can help negotiate a fair installment agreement between you and the IRS.
  • Ribner offers complex litigation of various types with particular focus on tax litigation.
  • The law firm deals with various areas of federal, state, and local taxation.
  • Use the Tulsa Attorney Directory to hire the tax attorney with solutions that include offers in IRS negotiations, compromise, innocent spouse relief, penalty abatements, hardship status, and more.
  • Swanson Law Firm, PLLC, represents individuals and businesses in Tulsa in various tax controversies.

Rosenstein Fist & Ringold, Attorneys & Counselors at Law is a firm that serves Tulsa. Its team of lawyers advises individuals and entities about the tax implications of different business transactions such as formation, issuance of debts and equity securities, sales of assets, reorganization, and disposition. They also help clients resolve their issues with the IRS and represent them in litigation proceedings. Their other areas of practice include bankruptcy, labor, and real estate laws. Rosenstein, Fist & Ringold Taxation and Employee Benefits Group covers general taxation, exempt organizations, the Employee Retirement Income Security Act (ERISA), and tax controversies involving these practices.

Oklahoma Tax Attorney for State and Federal Tax Controversies

The IRS has been known to overstep its bounds and treat people rather unfairly. We know that getting them off your back means more than relief; it often means a future for yourself and for your family. We work to achieve the best possible result for each of our clients, and while no particular outcome can be guaranteed, these results show what our firm is capable of. The hiring of a lawyer is an important decision that should not be based solely upon advertisements. The information presented at this site should not be construed to be formal legal advice nor the formation of a lawyer/client relationship.

  • It is an unacceptable business risk for any taxpayer or his return preparer (who now has a potential conflict with his own client because of IRS regulations) to deal with them directly.
  • The IRS has the power to seize the money straight out of your bank account.
  • With both a Juris Doctor and a Masters in Taxation, Matt Matheson has a strong knowledge of tax law.
  • At Eagleton, Eagleton & Harrison, our law firm has decades of experience
    helping individuals, small businesses, and corporations with a variety
    of complex tax law disputes.
  • We also provide comprehensive
    estate planning services and assistance with business taxation issues, such as business formation,
    agreements, and transactions.

Tax law in particular constantly changes, and you don’t want your business to suffer with an attorney who’s behind the times. The stakes are too high to gamble on a lawyer without specialized tools, training and experience in tax law. If things go wrong, the business you’ve worked so hard to build could be shut down. For serious tax problems, including large IRS debts, payroll and other employment tax problems, you need a tax attorney.

What would occur if your spouse submitted a joint tax return in Tulsa without your authorization?

Over our two decades in business, Polston Tax has earned numerous awards and received recognition for the quality of our work as well as our commitment to client service. We’ve won the Oklahoma City Chamber of Commerce Metro 50 Award, and we were a Beacon Award Honoree in 2018. Our firm has also earned an A+ rating from the Better Business Bureau. https://turbo-tax.org/ We also provide remote service options through phone and video conferencing, so we can tend to your tax needs at your convenience while you are in the comfort of your own home or business. If your current or former spouse neglected to pay your IRS taxes, Polston Tax resolution services could help you seek partial or full relief from those taxes.

  • The LII Lawyer Directory contains lawyers who have claimed their profiles and are actively seeking clients.
  • His expertise extends to the United States Tax Court and the United States Supreme Court.
  • Tulsa Tax Attorney, Clifford N. Ribner represents any business or entity that has to interface in any manner with the IRS or any state taxing authority.
  • Over our two decades in business, Polston Tax has earned numerous awards and received recognition for the quality of our work as well as our commitment to client service.
  • It provides comprehensive consultations on state and federal taxation, reorganizations, penalties, and exchanges.

Peer-reviewed ratings, like Martindale-Hubbell, can also tell you exactly what other lawyers are saying about the tax lawyer you’re interested in. Ask the Better Business Bureau about the Oklahoma tax lawyer as well. Taking one or two tax law classes in law school doesn’t give an Oklahoma attorney the training or experience necessary to represent you effectively against the IRS. No matter if you are a business or an individual, our experienced CPAs and tax preparers can reduce your tax liability or maximize your tax refund by strategically preparing your tax return.

Our Tax Attorney Office in Tulsa, Oklahoma

Our tax strategists make sure your business is appropriately structured to increase business profits and maximize tax deductions. When the IRS assigns your tax problem to a Revenue Officer, they will aggressively try to collect on the taxes you owe. Polston Tax will negotiate with the Revenue Officer on your behalf and reach a realistic tax resolution. If you can’t pay taxes due to financial hardship, you may be able to qualify for an Offer in Compromise. Polston Tax can help you learn which IRS tax resolution you qualify for.

Tulsa Tax Law Attorney

IRS personnel do not resolve cases favorably for taxpayers to be nice, or even because it is reasonable for them to do so. They only do so when they are forced to, out of their concern over the hazards of potential litigation against the taxpayer and his tax attorney. As construction contracting becomes increasingly complex, it leads to more contractual disputes.