Tax Time Tips

tax time

Watch this video on YouTube Preparing for tax time can be stressful – but there’s hope! Step 1 – Prepare Decide if you will be preparing your taxes, or whether you will be having them prepared professionally. Make a list of the documents you will need, including W2s, bank statements, etc. With a checklist, you’ll know if…

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It’s Organize Your Files Week!

Files

Watch this video on YouTube Organizing your files is easy. Do I hear groans? It may not be your favorite thing to do, but it is necessary to stay organized. You really only have to organize you files once a year, if you have a system set up already. I think it is very appropriate…

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To Keep or To Toss? Your Important Documents

important documents

  Watch this video on YouTube What important documents do you need to keep and for how long? That is the question – to keep or toss? It’s an issue that many people have. They don’t know, so they keep way more than necessary. A great list of 10 questions to assist in determining the…

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Organizing for Tax Time

Watch this video on YouTube Preparing for tax time can be stressful – but there’s hope! Decide if you will be preparing your taxes, or whether you will be having them prepared professionally. Make a list of the documents you will need, including W2s, bank statements, etc. With a checklist, you’ll know if any important information is…

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