Buttoned Up > Life Essentials > Finances > “Tax season is SO confusing for me.. can you give me the short and sweet 1-2-3 of preparing?”
“Tax season is SO confusing for me.. can you give me the short and sweet 1-2-3 of preparing?”
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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
