For years, tax season was the time when I beat my head against my paper-logged desk, wondering why I hadn’t kept better track of my receipts and important documents, and wondering how I could possibly sift through the towering piles of paperwork to find the useful bits. It took me years of experience, refining, and defining to get to my current filing strategies. Totally worth it– now, tax season is a calm, year-long practice instead of an all-nighter cram session.
Here are some tips to get you started on that journey to financial calm. Tax returns from last year? Keep ’em. Tax returns from when Kennedy was in office? Yeah, you can shred those. Piles of documents about the sale or purchase of your home? Check out this site to figure out which ones to keep and for how long.
Good luck! Being more intentional about which documents to keep and which to trash has made the whole tax process much more manageable for me. Hope it can do the same for you.
Real Estate Reality 