Showing posts with label tax specialist. Show all posts
Showing posts with label tax specialist. Show all posts

Friday, October 22, 2010

Just ask Sid

What to keep and what to shred, that is the question. www.aarp.org offers a help-line to help you make educated decisions on what to file, and what is safe to shred. Just ask Sid at asksid@aarp.org. One of his morsels of common sense states that you should toss bank deposit slips and ATM and credit card receipts as soon as the transaction appear on statements. It is hard for some of us to let go of paper after so many years of filing, filing and filing... Always check with your Tax Professional as they are the final say to this dilemma.

Saturday, February 28, 2009

Turbo Tax has an excellent tax checklist for 2008. This will help you stay organized whether you calculate your own taxes or hand off the information to your tax specialist. Always check first with a professional as to what you need to keep as permanent records.

http://turbotax.intuit.com/tax-tools/tax-tips/tax-planning-and-checklists/5572.html