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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? A few years ago, I was just filing papers in my cabinet, but not purging along the way. So much is done electronically now, but there are documents where a paper copy is needed. So, I googled my question and here is what I found.

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3 Simple Office Supplies for Smooth Tax Prep

Family Balance Sheet

We have our 2011 tax meeting this week with our accountant. We own an S corporation and have a few employees, so we have a CPA prepare our taxes every year. Honestly, he is worth his weight in gold; the tax rules make my head spin. In all honesty, tax season goes fairly smoothly for us. Are you prepared for tax season?

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How I Organize My Paper Files and Filing Cabinet

Family Balance Sheet

I haven't embraced a paper-free lifestyle yet. I still prefer a paper day planner over my google calendar. I prefer to read paper books over our e-reader. And I still use a filing cabinet for my office papers, instead of scanning them onto the computer. I filed our essential papers, but I wasn't purging at the same time.

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Tax Tips for All Life Stages from Master Lock

Nicoles Nickels

It’s tax time! Not so much but I do have some important tips for you this tax season! Here are my top 3 tax tips to help you through tax season whether it’s your first year filing or you’re a senior citizen! I keep copies of the taxes I file for 10 years. My favorite time of the year, lol!

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7 Ways to Spring Clean Your Finances

Family Balance Sheet

Organize your Financial Documents. If you have a lot of paper financial documents that you’re not sure what to do with, read How Long Should Keep You Financial Documents. Check your Credit Report. I broke down my responsibilities: business office, home office, and projects.

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Office Depot Office Max Free Shred Event Starts 3/18

For the Mommas

Office Depot Office Max Free Shred Event Starts 3/18 It is tax time and this is always a good time to get your papers organized and shred those documents you no longer need. Purge the paper, clear the clutter and protect privacy, with free […]. The Office Depot Office Max Free Shred Event is here to help.

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3 Things to Do Before House Hunting

Prairie Eco-Thrifter

So far, it has been a great experience, but the process of home buying is taxing (to say the least). Compile Documentation. One of our biggest downfalls when we bought our house was not having the documentation on file in order to be approved for our mortgage. A “No Compromise” List.

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