How to Create a Financially Organized Life

As we move towards tax season, tax forms and documents that you will need to file your 2021 tax return will be arriving in the mail. One way to stay on top of these tax forms is to designate a basket or box to collect them as they come in.  You will also want to print out electronic forms you receive or create a file on your computer to store them electronically. 

Organizing these financial documents should be a top priority to ensure that no paperwork falls through the cracks and costs you a tax deduction or credit. If you are planning to tackle that paperwork soon, here's a checklist on "Creating a Financially Organized Life." This resource is quite thorough in helping you arrange your documents, saving you time and headaches as you manage them during tax season and beyond. 

If you have any questions, please don't hesitate to call or email. We are happy to answer questions and help you get organized for 2022.