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We recommend, first, that you give everything a home. Set aside 15 file folders to get everything organized, and then take those folders and label them for each of the critical tax categories:
- Bank Statements
- House Bills (mortgage, property tax)
- Investments
- Medical/Insurance
- Charitable Donations
- Last Year’s Return
- Work Expenses
- Credit Card Statements
- Other Income
- Other Expenses
- Other Deductions
- Work Compensation
- Retirement
- Dependents”
This should help you button up your taxes and be prepared to head to any of the numerous Tax Preparers in your local area!
-Sarah
