*** 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.
PS: What do you think of my caricature?
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
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®
If you’d like to share this email message with someone, please click on the Forward email button below. Thank you and happy organizing in the spring of 2014!