Tuesday, January 26, 2010

Don't let tax time become too "taxing" for you...

As you know, W-2 forms have either already arrived in your mailbox/inbox or they on there way to you. In an effort to make filing your taxes less "taxing" on you, here's what I recommend:

(1) Create a tax folder
(2) Place all of your W-2 forms, receipts, and other important tax-related documents into the folder (e.g. charitable contributions, medical receipts, etc)
(3) Make an appointment with your accountant and/or your tax advisor (this could be you!) to file your taxes on or before April 15, 2010 to avoid any unnecessary fees
(4) Create a "wish list" for any returns you may be expecting (placing your return into a savings and/or IRA account are good ways to save for future wishes you may have!)

Become your own best friend by creating a system that works well for you and your family...so that you have more time to get out there and enjoy life!

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