Tag Archive for: vital documents

Taxes & Paper Management


Helpful Organizer Newsletter – April 2014
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***    I’m currently reading a book about Feng Shui.  Did you know that a dirty stove can make you tired and depressed?  It can even make it harder for you to earn money.  So, please clean your stove, and visualize improved income.  I did and booked two clients!

***   Spring Organizing

Spring tends to be a busy month for homeowners.  They spruce up, clean out, lighten up, and prepare for a summer of fun and sun.  What do you do?  Please share your spring organizing tips with me.

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Happy spring!  Do you associate spring with tax time?  I apologize if I just put that in your head.  Would it help if I provided you with a tax preparation list?  

The “T” word

What are you doing April 14th?  Do you find yourself hunting and scrambling to find all the documents you may need to file your taxes?  I created a list of all the documents my husband and I need to prepare our tax forms, which has made that process much easier.  We file jointly and very simply, but I thought our list may be helpful to you.

Here it is:
W2 forms
Mortgage documents – form 1098
Investment documents – form 1099
Excise tax yearly bills
Real estate tax yearly bills
IRA documents – form 5498
Interest from bank account – form 1099
Medical documents
Proof of health care insurance (MA residents)
Value of donations made throughout the year

Below are the additional documents I need to include from my business:
Estimated tax payments for the year – form 1040
Income total
Expenses total – including the following category totals: donations, electric, food, Internet, marketing/advertising, membership dues, mileage, networking, office supplies, phone, postage, training, and travel

Please note:  The above list is just a memory jogger.  If you have questions or concerns consult a tax specialist or CPA.  Janine Cavanaugh, CPO© can not be held accountable for any improper tax filing.

Never Ending TaskDid you know the one category that most of my clients want to address, even if it’s not the focus of our appointment?  Organizing paper!  Paper management is like dishes and laundry, a never ending task.  Paper can accumulate and pile up so quickly that it leaves you scratching your head, wondering where it all came from.  It helps if you create guidelines for yourself on what to keep, and for how long.  If you’d like a list of my paper retention guidelines, please email me.  I’d be happy to share my guidelines with you.

Janine Cavanaugh, CPO®

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