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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…

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…

The Stuff of a Good Life in No Particular Order

Inspired by an organized life. This is my paper organizing motivaiton. A filing system designed around 5 simple categories. Categories that keep me focused on…

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…

How to Set Up an Action Center or Tickler File

An Action Center or Tickler File is one sure way to eliminate frustrating piles. Use this easy file tickler technique to help organize your papers. Life…

Keep Your Vital Documents and Important Records Safe

The perfect spot for your Vital File or Important File in your home filing system will be chaos-free, secure and relatively easy to access. I know this advise…

5 Fundamentals for Setting Up Your Home Filing System

If you're tired of the piles, setting up an effective home filing system can be easy. Start by keeping these three simple things in mind... 01. Familiarize…

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…

Make Your Home Filing System Unforgettable - Use Color and Graphics

This is creative home filing solution. A filing system designed to take a right-brained approach to organizing papers. But, it also works perfectly for you…
 

What Brings You Joy?®

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“Happiness is not something ready made. It comes from your own actions.” ~Dalai Lama

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