Simple Steps For Tax Prep – Step Five Today we complete the tax prep series. If you missed the first half of the series, go back to Step One, Two, and Three and Four. First, decide if you will file your own taxes or if you will hire a tax professional. If you have a …
Simple Steps For Tax Prep – Step Four We’re wrapping up the tax prep series. If you missed the first half of the series, go back to Step One, Two, and Three. They are easy, breezy and you’ll be back here in no time flat. If you’re new here, it’s all about taking small steps …
Simple Steps For Tax Prep – Step Three We’ve been taking it pretty slow in the tax prep series. Are you wondering when we are going to get to all of the standard tax tips that you read in all of the other tax prep articles? We’re not. I’m all about taking small steps that …
Imagine having all of your important paperwork in one spot when you are ready to deal with it. You can take it to work with you, or in the car, you can work on your paperwork when you have the time – waiting at the Doctor’s office or during tumbling class or soccer practice, over your lunch break. There are no limits to when you can get your to-do list accomplished when you have everything in an organized ready to go binder!
The paperwork just will not stop coming! It’s like the laundry but worse because you can’t throw it in the machine and walk away.
Every day when you get home, there is more paperwork. Seems like everyday you out there living your life, you are creating more.paper.trails.
I set use a mail/processing inbox to handle my incoming paperwork.
Today’s downloads are for the folders that I have added, the Financial Accounts List, Passwords List, and Automatic Drafts List. These lists are important for estate planning, money dates, annual financial check-ins and overall organization. They help keep everyone in the house on the same page.
Can you just imagine your entire financial life in one, organized space? Can you imagine needing a document and knowing where it is without having to sort through all of the piles on every flat surface in your home?
