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3 Simple Office Supplies for Smooth Tax Prep

Family Balance Sheet

For our personal tax returns, I keep an ongoing "Taxes" file for any paper work that we need to support our tax deductions, such charity receipts, Goodwill donations receipts, real estate and school tax statements, year-end statements for mortgage interest, student loan interest, interest-bearing checking and savings accounts.

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How Long Should You Keep Financial Documents

Family Balance Sheet

If you are not printing it, you should still review it closely for any discrepancies and unnecessary or incorrect fees. If you would like to receive FREE updates of FBS, there are four ways to do so: have updates sent to your email , through your RSS Feed become a fan and 'like' FBS on Facebook become a Twitter follower.