 Dear <<First Name>>,
It's that time of year again! Tax time! Woo hoo!! 🎉😁 I don't know too many people who feel excited about doing their taxes! In fact, many of my clients dread it, because they have no idea what items are deductible, what receipts to keep and for how long, or even where those receipts are for that matter! I love this article because this is exactly the same process I use with my clients. 😃 We look at each receipt, one at a time, and decide what category it goes into, etc. Once a system is set up, it can be used year after year. No more feelings of dread and anxiety! Yay! I'm here for you if you'd like help setting up a basic tax receipt system for yourself. 😊
Carla Whyte
Embracing Your Space
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How To Organize Tax Documents and Receipts
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It’s never too late or too early to get your tax-related documents organized. This system isn’t about looking pretty — it’s about doing it right.
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Organize office paperwork for easy accessibility with an accordion file folder. The extra-thick flap with an elastic cord offers a secure seal, while the durable Tyvek reinforcement at the corners and a gusset top withstand daily handling. With an A-Z design, this folder makes arranging files for easy reference simple. This file folder features large dual-top tabs with a straight alignment for easy viewing and holds letter-size sheets for instant organization.
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Partner Recommendation: At Peace with Money
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If tax season always seems to find you rushing around trying to reconcile your books, it might be time to enlist the help of a professional. Angela Keller, owner of At Peace with Money, offers bookkeeping services that make tax time MUCH simpler to navigate. She offers free Financial Self Care calls to discuss how she can help you be at peace with money!
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Partner Recommendation: Kirk Walukiewicz, CPA
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If the idea of doing your own taxes again is adding stress to your life, reach out to Kirk Walukiewicz, CPA. He serves small businesses, non-profit organizations, and individuals with their accounting and tax needs.
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Feeling overwhelmed?
I can help!
(408) 858-8552
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