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Monthly Tips for Staying Organized | March 2017


Last Minute Tax Tips

Tax preparation season is in full force and many haven't even started working on their returns yet. Funny how it seems to sneak up on us each year. Are you one that says, next year I’m going to be more organized so this task isn’t such a chore?

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[PODCAST]: Using Your Strengths for Organization and Productivity

Certified Professional Organizer Ellen Delap discusses the different styles of organizing and how to use your strengths to determine what method works best for you.

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Checklist: Tax Time Checklist

Most people dread tax time because they have to gather all that paperwork and documentation - maybe miss some vital tax information and mess up their bottom line. Reduce your worries this year by following this step-by-step tax time checklist as you prepare your return or meet with your CPA or tax advisor.

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The Life Documents Organizer Kit by Smead

The Life Documents Organizer Kit helps you organize and store key life documents such as wills & trusts, health care directives, investment and retirement plans, marital documents and contact information. Having your papers in order alleviates the guesswork and stress of locating important documents in case of an emergency or occurrence of a life-changing event.

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