Category Archives: Tax Prep

How Evernote Changed My Life (And How It Can Change Yours)

My Evernote conversion occurred about five years ago. Stuffed in the back of my junk drawer (yes, I also have one) for several years, lay a handwritten recipe for the best maple balsamic salad dressing obtained from a restaurant in … Continue reading

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JumpStart your Organizing in March

Beginning in March most people are thinking about TAXES. Organizing your paperwork is the best way to make sure you count every deduction that you can to lower the amount you will pay to Uncle Sam. Also, did you know … Continue reading

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Tax Documents & the Challenge of Receipts

One of the most confusing parts of getting ready for tax time is knowing what documents you need to prepare your taxes. Basically, the documents break down into three categories:  Income statements, deductions, and receipts.   The Challenge of Receipts … Continue reading

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I Love the End of the Year!

I look at the last week of the year as a super productive week since I am not scheduled to work, and I can spend time getting myself ready for the new year. I want to be as organized as … Continue reading

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All About Executors

Chances are that you will need an executor and/or will be an executor at some point in your life. Continue reading for information pertaining to both. Continue reading

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Getting Your Affairs in Order—Making Lists Can Get You Started

“Get your affairs in order.”

What reaction comes up in you when you hear that phrase? “I’ll think about that someday–in the distant future.” “I’m too young to bother with that stuff.” “That’s for people with problems I don’t have yet—thank God.” “I wouldn’t know where to begin.” “I don’t have any affairs to get in order!”
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