Have you been putting off your tax prep and filing? Breathe. Let's think through those files and piles together.
What's the solution?
Right this second it is all about buckling down and powering through to find the data you need in order to file. You do not have to suddenly create the perfect filing system. Just breathe, plan, and then let me know how I can help you develop a system that wipes out the worry.
This place of paperwork madness isn't any fun. Now is the time to move forward with a plan to work in the future. You can use your filing process to set up a system that makes sense to you and won't have you scrambling next year.
Think about how you sort the data you need. Take for example the receipts necessary for reimbursement from a Health Savings Account (HSA).
Take the way your mind thinks, or searches, for papers/receipts and set your filing up according to that. Can't quite visualize what those categories or files look like? Let's have a planning session - I'll bring the questions, you'll have the answers, and together we'll create a filing system that makes sense to you!
Tammy Schotzko is a Certified Professional Organizer who