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How Long Should You Keep Financial Documents

Family Balance Sheet

Are your financial documents piled up in the corner of your office or under your desk? So much is done electronically now, but there are documents where a paper copy is needed. ALSO , if you are self-employed, you should keep your returns and supporting documents for six years. So, I googled my question and here is what I found.

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Buying A House In 2023: A Step-By-Step Guide

Savings Corner

This year may go down in real estate history as the year of correction. Whatever the economic state of the real estate market, buying a house can be an exciting and emotional process. Get started: Contact several local real estate agents and talk with them about your needs before choosing one.

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How To Get A Business Loan In 6 Steps

Savings Corner

Community Development Financial Institutions Community Development Financial Institutions (CDFIs) are a network of organizations that offer financial services and educational support to underserved communities. Your lender should have a full list of required documents for the business loan when you apply. Legal documents.

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3 Simple Office Supplies for Smooth Tax Prep

Family Balance Sheet

I keep our paper work organized and QuickBooks updated through out the year, so that when January rolls around, I only need to pull together the year end statements as they arrive in the mail. My desk might look like a mess (occasionally), but I do keep important financial paperwork organized. 3 Simple Office Supplies. inch binder.

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Tax Tips for All Life Stages from Master Lock

Nicoles Nickels

Stay organized! As the year goes on you should be putting away all of the documents you might need for your taxes. For me that means a lot of receipts, documentation for my HRA and FSA accounts and any charitable contributions I give. Make a checklist that you can use each year with all of the items you need.

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50 Best Small-Business Ideas – NerdWallet

Savings Corner

If you have a CPA license, you can help business owners file taxes, generate balance sheets and other accounting documents and make your professional recommendations about your client’s bottom line. As a bookkeeper, you’ll process invoices and payroll, compile expense reports and more.

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Closing Costs Calculator – NerdWallet

Savings Corner

Closing costs are fees you pay to finalize a real estate transaction. A more detailed list of closing costs appears below, and your real estate agent can help estimate yours for your area and loan type. The pest inspection fee pays for the lender-ordered wood-destroying organism report. How much are closing costs?