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  • Services
    • Tax Preparation
    • Home Loans
    • Personal Finance Coaching
  • About Us
    • Meet Chad
    • Meet Emilie
    • Chad's Story
  • Client Resources
    • Tax Resources
    • Home Loan Resources
    • Financial Coaching Resources
  • E-News
  • Client Reviews
  • Contact Us
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YOUR CART

E-News

Making Finances Simple. Changing Lives.

11/3/2016

Tax Time Made Easy: Electronic Organization for Your Paperwork!

For many, tax time can be an excruciating process of trying to round up scattered paperwork and compile long-lost figures. It doesn’t have to be that way.....

​​Using the Electronic Organization Guide we have for you below, you can make tax time a breeze and have impeccable recordkeeping!
 
We recommend keeping an “Income Taxes” folder in your computer for each and every tax year. Then break down that folder into subfolders that hold your paperwork. 

Click Here to see a sample file directory layout (or click the image below)

Picture

We hope this helps!

Feel free to contact us if you have any further questions.


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