Are you even thinking about your taxes right now? Do you have a system to keep it all together? Do you have a system to keep YOU together? Either way, this tax boot camp is a great way to get it all together. Imagine actually having your information neat and handy when you are ready to fill out your tax forms or hand off to your tax consultant.
Boot camp for taxes? You bet! By taking the tax boot camp you will:
Create a system to organize your filing paperwork
Have time to request outstanding or special paperwork
Peace of mind that you are not panicking to find information
Week by week process soothes anxiety over having to do it all at once
Gain insight on how to get set up a system for next year.
What are some of the highlights and what can I expect? Each Monday I will provide you with your weekly organizational goals, tips, products and check off lists. Each section concentrates on a specific type of paperwork you may need to reference.
Time Commitment: You should allocate a one hour session per week. Time to complete each week's goals will vary from person to person.
My Availability I am available for your questions anytime via email. I can also provide you with resources or websites should you need additional assistance or have special needs.
Boot Camp Week One - Getting over the anxiety
Putting together your toolbox
Gathering what you have
Sorting and filing initial paperwork
Tips from tax industry experts
Product resources and links
Week Two - Keep the motivation
The basic paperwork (mortgage, W2's, etc)
Investments and finance
E receipts and apps
Resources to keep online records
Receipt advice from experts
Product and app reviews
Week three - Because life happens
Healthcare, daycare, school, unemployment
Items you may have missed
Tax deduction link
Motivational email quotes to keep you on track
Setting the stage for next year
Free resources you can tap into
Week four - Tying it together
Gather final pieces
Online filing vs paper filing
Should you file your own taxes
How to find a great tax adviser
What if I owe and can't make the full payment?
What if I can't file on time?
Don't go through another stressful tax season. Take the step in the right direction and register today and let's get started.