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What People Are Saying

What a difference it makes when all that stuff you think you need is no longer here.  Amanda was so pleased with you describe and in her words, “living organized” is the best way to living happy within your household or business. Thanking you again,

Ron and Amanda Gaston
Innisfil, Ontario

What Business People Are Saying

Margaret has become an important part of our team. She follows the direction given to her and executes to the best of her ability. She is personable, warm, supportive and friendly. All the traits we appreciate in someone who continuously works with us throughout the year.

Aileen and James Reyes-Picknell
Conscious Management, Barrie

Steps to Remedy Tax Time Stress

standard20banker20boxIt feels like we just wished each other a Happy New Year!

And we have so much to be happy about...

 

We have all the new bills, receipts and money we are making rolling into our homes and offices but the last year's or for some the past year's taxes have not rolled out. The dreaded tax man is knocking at your door and the deadlines are set, so let's just get them done.

Follow these 7 Steps to get past taxes out of your office.

1. What records will I need to deal with - expenses- insurance, travel including, gas and parking receipts, car maintenance, phone/internet, license and registration fees, advertising, accounting, income slips, investments-RRSP,GIC's and so forth. If you have a home-based business you can claim a portion of your mortgage, property tax, gas and hydro.

Ask your tax specialist for complete details or visit Revenue Canada

2. Create file folders or large envelopes to organize your taxes using the above examples as suggestions along with the year i.e. Car Maintenance 2009. Place inside all your receipts for oil changes, tire rotations, tune-ups, etc.

3. Sort all the records, expenses, income slips, etc. into their appropriate file or envelope.

4. Get a bankers box. Label it Taxes 2009. Insert hanging folders into the box. (A standard sized box holds either letter or legal sized hangers). UseFile Tabs to create categories i.e. Insurance, Advertising, etc.

5. Place all the file folders or envelopes into their appropriate hanger.

6. Take the box to your accountant.

7. Upon completion, store the box in a safe, dry place for the next 7 years.

Need, help or just want your taxes organized?

Whatever the reasons why you are putting off getting your taxes prepared, we have the expert solutions to help you move
past years' tax documents out of your office.

Even if you hate preparing your taxes, with the right approach,
we can 'make room in your office' in 2010. 

Still need help getting your tax papers in order

Special Pricing for your Individual Needs & Budget
in A Free Phone Consultation with Margaret

 

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