For the past month I have been helping many of my clients get organized for their tax prep. We’ve found misplaced checkbooks, checked and cross-checked lists of charitable donations, organized bank statements, and made sure they had all the necessary documents.
If you haven’t started now is the time! IF you need help getting started, here are a few tips:
As I helped my clients with their tax prep I kept thinking that I had to get a start on my own. My goal was to have all my tax info to the accountant by the end of February (this week!). Finally after working on taxes this weekend, I think we are on track to get them done.
Next on the agenda, summer trip and camp planning!