It’s the time of year when we need to start getting our tax documents together. We’re all, or most of us are, getting ready to either prepare our taxes or meet with a CPA to have them prepare them for us. Fun times! April 15th, the deadline to file taxes, is only two months…
For those of you who didn’t receive or read last month’s newsletter, this is a continuation, Part II, of my article “Set Yourself Up for Success When Working From Home”. The following are some great tips to follow to be more productive and efficient when working from home. 1. Work Center: The first thing I…
Crazy times! Welcome to the new normal, whatever that means. I guess we all have our own definition of what that means. It seems that everyone is doing what feels comfortable to them. There are, however, some things that we will all be seeing and experiencing at least for the near future. We will be…
One of the biggest organizing challenges for most people, at least those who hire us, is with paperwork. After doing this kind of work for 10 years, it seems that the common denominator is that most people don’t know what to do with paper. They don’t know where or how to file it or how long…
Gather all of your important papers in one place. I use a bankers box for each year. That way, when I can get rid of the papers for that year, which according to my CPA is 4 years, I can shred everything without going through it again. Make sure to label the box (ie, 2019…