This year’s tax filing deadline was last week. Hopefully your taxes have been filed and now it’s a matter of clearing those random documents that are scattered about. The ultimate goal should be to have a simple and effective system for collecting each year’s tax documents. This system usually evolves over time and can be… Continue Reading »

Whether you prepare your own personal or business taxes or enlist a professional, following these recommendations from a professional organizer in NY to organize your tax paperwork ahead of time can make the process more efficient and perhaps even save you some money.

I have been working with a client to get all of her financial paperwork organized in her NYC home office so that it can be handed off to her accountant.  We are making good progress and should be able to hand off the first round of information early next week.  This is the first tax… Continue Reading »