Let’s get your taxes ready!
I hope you’re staying healthy and happy! This is such a weird time for all of us, and I just want you to know that I am here for you in whatever capacity you may need me. Whether it be just to talk, to bring you any necessities you may need, or to continue with your organizing project. Yes, you heard me! We can actually organize virtually using Zoom! 🙂 With everyone home now, the clutter situation around the house may get a little out of hand. I’d love to be there with you to (virtually) hold your hand, and help keep it under control. I will walk you through how Zoom works (it’s easy!), and then we can work together on whatever area of your house you’d like!
This month, my focus is on making sure you can find your tax papers. Even though tax payments and filings have been extended to July 15th with no interest or penalties (which is awesome!), it’s still a good idea to get started on them. By organizing virtually with me, you are carving out the time to do it (just like you do when I come in person), which is what most everyone says is the key. Meaning, no one wants to do this by themselves! 🙂 We will go through your files, discard what you don’t need, and relabel them if necessary. I can print out labels for you and mail them to you! Not only will we find what you need for your 2019 taxes, but you will also be able to find what you need for your 2020 taxes much quicker and easier!
Who will be my first virtual client? 🙂 Virtual rates are lower than my in-person rates, and I am offering an extra 25% off the first session to the first 5 people who contact me! And remember, we can work on any area you’d like. Can’t wait to hear from you!
Embracing Your Space
6 steps to organize your tax documents
If it is time for It pays to stay organized when it comes to your taxes. Don’t wait until the last minute to get your documents in order—here’s what you can do today and every day until next tax season!
Mead Organizer Expense Tracker, Budget Planner, Bill Organizer
If you’re old-school like me and don’t like keeping track of your expenses digitally, you might like this product! Keep track of your spending with one comprehensive financial tracker. It has worksheets to help you monitor expenses and cash flow and 12 monthly pockets hold bills and receipts.
Andrea Paap, EA
Andrea provides efficient and thorough income tax compliance, consulting and planning services to aspiring high net worth individuals, their families, and closely-held businesses. She is also a QuickBooks ProAdvisor and can offer guidance on implementing accounting and bookkeeping processes.