“Better Late Than Never.”
- When something comes in the mail and it’s tax related, pop it in a file same day – no build up allowed.
- If you don’t have a file, make one. Even though I’m not a big fan of accordion files, you can use an accordion file to store any tax related receipts. Sample categories would be Charitable donations, Property tax bills, Major Purchases, Income, Childcare expenses, Work related deductible expenses, HSA account, Health related expenses. If you aren’t sure of your categories, just look at the nearest pile of papers and start sorting – whatever piles you have would make excellent categories.
- You don’t have to be a computer whiz to start a list on the computer and add to it every time you make a business-related expense.
- Mark on your calendar, once a month, to catch up on uncatalogued receipts.
- If you don’t have a lot of room in your drawers,remove past years from the immediate area. You do not need to have your tax files from 1973 or even 2003 in your best areas of the house. ALL the time files are placed in the best locations. “Sit and rot” files can be stored far away…..or even better, consider shredding.
- Designer purses
- Designer shoes
- Camera equipment
“Helping Baby Boomers and their Parents Lighten their Loads.”
If you are feeling overwhelmed by the amount of stuff in your home, contact me. Together, we can transform your home into a happy, tidy place where you can feel at peace. We can also get you ready for your next move….more enjoyable, faster and easier!