Tax Organization & Deductions

by Lisa Woodruff

Jan 27, 2023 | Episode 520 |

I am not a CPA and neither am I on my way to becoming one…but I have learned so much about how to get organized for optimal results when it comes to doing or getting your taxes done. And I’d love to share some ideas on how to organize the paperwork you need for your taxes and make the tax season easier for you.

Whether you do your taxes yourself or have someone do them for you - it is in your best interest to have organized documentation. Documentation is key!

The Organize 365® Income and Expense Binder holds all your substantiating documentation for your business.  Did you know you need 7 years of substantiating documentation?  Now there is a way to effortlessly keep track of everything.  This binder will give you peace of mind at tax time. 


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