Organizing Tax Papers and Sweet Relief
Article posted on Wednesday, March 28th, 2018 at 1:09 PM
I help several residential and business clients each year to gather their tax documents, organize it all, and create a system they can follow the next year on their own. Sometimes this includes creating a comprehensive filing system. But, it always includes lifting a burden from the client.
Here are some categories you may need in your preparation:
– Taxes Paid: Mortgage, Real Estate, Auto
– Bank
– Credit Card Statements
– Investments
– Charitable Donations
– Health Care Expenses / Health Spending Account
– Safe deposit box fee
If you own a business:
– Business Income
– Business Expense
– Calendar
– Mileage
– If you claim “Business use of your home”: Utilities, Trash, Security System, House cleaning
Call me if your tax time habits need an overhaul and you need some relief.
Laura Ray
Laura Ray Organizing, LLC
Comments are closed.
As seen on Fox 5 & TrustDale
Follow Us
