Getting ready for tax filing
Do you have a designated place to store your incoming documents for 2019 tax season? Some clients keep a container nearby only for that, sort mail by their filing cabinet so it’d be put in … Continue reading
Tag Archives: filing
Papers for tax filing
Are you ready to file your 2016 income tax? Do you have all the papers together to file yourself or through an accountant? If the answer is no, now is the time to get all … Continue reading
Tax season is coming
I often hear people grumble when tax season rolls around that they are overwhelmed by paper and scrambling to get all their tax documents together. If your 2014 paper management system failed you, here … Continue reading
Asking your bank what to stash and what to trash (or shred)
Lots of people I know, especially those who grew up during the depression era or were taught about money by those who did, were told that when it comes to financial documents, you save EVERYTHING. … Continue reading