Financial Margin

10 Steps to organize your taxes (Steps 6-10)


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More than half the battle of filing your taxes comes down to getting organized and making sure that you and/or your tax professional has the information to ensure your taxes are filed accurately and on-time. There are so many options when it comes to organizing your finances for tax preparation purposes. The system of organizing your key documents, receipts, and notes are less important than ensuring that you have a system in-place. Going through the 10 steps to help you get organized going forward will provide you with a starting point for your taxes.
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Financial MarginBy Jared Humphries

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