Category Archives: Tax Prep

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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Tax Season is Over – Now, What Should I Do With All My Papers?

Organizing is an ongoing process, files will have to be tweaked and paperwork will have to be shredded or recycled periodically. Remember, you can also get a lot of information on-line. However, if you follow these few steps, your system will be in order for the rest of 2013, and paperwork that has to be filed will have a home. Continue reading

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