2 Steps to Simplify Your Tax Filing Preparation

By Anne Blumer | April 15, 2019 |

It’s Tax Day!  If getting your tax filings prepared is an overwhelming task each year, now is the time to set up a system to remedy that.  Whether you prefer a paper system or a paperless system we have you covered! Paper System – Step 1 Make a hanging file folder with the label “2019…

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5 Ways to Get Organized for Tax Season – We Make It Easy!

By Anne Blumer | February 20, 2018 |

It happens every year, whether we want it to or not, tax time.  Nearly every day I receive something by email or snail mail reminding me, tax time is coming. Are you dreading the task of gathering up receipts to prepare your tax filing?  Don’t know what to do with your financial records? Do you…

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