Tax Recordkeeping - Hand-Picked "Must Read" Important Resources

Yes this topic is dull, dry and incredibly boring. However, these links to the IRS website and additional resources will help you decide what papers you need…

The Three Most Common Paper Organizing Challenges Solved

If you know where you're struggling you can create filing solutions that will make your life easier. Do you know what is keeping you from getting your papers…

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…

A Simple List of Daily Actions to Control Paper Clutter.

How many times have you had grand intentions to get your papers organized? You buy a few filing tools and get to work... only to quickly become overwhelmed…

PDF Checklist - Vital Documents {updated}

Collecting the papers on this Vital Document Checklist will give you peace of mind. The stress of trying to collect all the details of your life or the life of…

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…

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…

TOOLS : Creative Alternatives for Filing Paper

Organizing your papers? File folders are not your only option. Hanging files and binder clips are my primary paper organizing choices. The hanging file folders…

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…

You and Your Papers Living in Perfect Harmony

If you and your papers aren't living in perfect harmony, it's time to put a twist on getting your papers organized. I'm all about creating a functional home…
 

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