Getting Organized for Tax Time

Sometimes life gets away from you. At first things were going along smoothly and then a dramatic event disrupts the normal flow. One client had been caring for her husband who was terminally ill for two years and then moved!. It was about a year later she found me and requested assistance with getting her home under control. Because she had no structure for her paperwork she would simply pile all paper, mail, bills, magazines, etc on top of each other in a bin or basket. She would buy new bins and baskets regularly but could never seem to tame the tiger. After setting up a filing system that had a place for all the different categories of paper that she decided to save she was able to find her required tax documents so that she file the past two years’ taxes that she had missed due to her hectic life. The following tax year was also submitted on time.

Do you have some taxes to file? Call to make an appointment at 207-613-5375!

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