Making Tax Time Easier

Taxes - something everyone hates dealing with. And I'm no exception.

To make your life easier make a simple list of all of your bank accounts (with account numbers), 401K statements, mortgages, business information, donations, medical information and anything else that you might need for your tax preparer.

I update my list every year and just check off the statements as they come in. That way I'm sure that I have not forgotten anything.

Tax time is very stressful and even the most organized people dread it.

But by having a list to check off all of the needed documents it will make your life much easier and you won't miss anything.

Another good use for this list is for your family - just in case you were in an accident or in preparation for your death.  I know that it might sound morbid - but your family should know where all of your financials are located to make their lives easier.  Coping with the loss of a loved one is not easy and having to sort through a lifetime of paperwork at that time is not something anyone wants to do.

Being organized is not always about you. It helps your family too!

Now - get back to your taxes before that deadline!





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