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
  • Creating files
  • 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
  • Donations
  • 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
  • Work expenses
  • 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
  • Faster refund?
  • 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.