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Helping You Make Peace With Your Papers, So You Can Enjoy All The Best Life Has To Offer.

PDF : Simple Tax Preparation Checklist

This tax preparation checklist will help you collect the records you need to complete your tax returns. Check papers off as you locate them. Cross off tax…

The Basics of a Good Home Filing System

Use Simple Filing Categories. A good home filing system does not require complicated codes, numerical systems, computer programs or indexes. Features like…

Should You Keep that Paper? Paper Purging Guidelines

Are your papers piling up? This easy-to-use Should You Keep that Paper infographic provides a fresh perspective on paper retention guidelines. It help you…

PDF : Tax Records Checklist

Create a Tax Records Checklist as a starting point for establishing your Everyday file. Your Everyday File prepares you beautifully for tax time. It give your…

PDF : Tax Forms Checklist

Below is a list of common information return forms. Use this list and your past years tax returns as a starting point to create your personalized Tax Form…

How Long To Keep Important Papers. Some Blasphemous Advice.

Knowing what tax records to keep and how long to keep important papers is one of the most essential decisions you can make. How often have you held on to a…
 

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