Let\’s get your taxes ready!

Let\’s get your taxes ready!

\"\"Let\’s get your taxes ready!

I hope you’re staying healthy and happy! This is such a weird time for all of us, and I just want you to know that I am here for you in whatever capacity you may need me. Whether it be just to talk, to bring you any necessities you may need, or to continue with your organizing project. Yes, you heard me! We can actually organize virtually using Zoom! 🙂 With everyone home now, the clutter situation around the house may get a little out of hand. I’d love to be there with you to (virtually) hold your hand, and help keep it under control. I will walk you through how Zoom works (it’s easy!), and then we can work together on whatever area of your house you’d like!

This month, my focus is on making sure you can find your tax papers. Even though tax payments and filings have been extended to July 15th with no interest or penalties (which is awesome!), it\’s still a good idea to get started on them. By organizing virtually with me, you are carving out the time to do it (just like you do when I come in person), which is what most everyone says is the key. Meaning, no one wants to do this by themselves! 🙂 We will go through your files, discard what you don’t need, and relabel them if necessary. I can print out labels for you and mail them to you! Not only will we find what you need for your 2019 taxes, but you will also be able to find what you need for your 2020 taxes much quicker and easier!

Who will be my first virtual client? 🙂 Virtual rates are lower than my in-person rates, and I am offering an extra 25% off the first session to the first 5 people who contact me! And remember, we can work on any area you’d like. Can’t wait to hear from you!

Carla Whyte
Embracing Your Space

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6 steps to organize your tax documents

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If it is time for It pays to stay organized when it comes to your taxes. Don’t wait until the last minute to get your documents in order—here’s what you can do today and every day until next tax season!

Learn More

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Product Recommendation

\"\"

Mead Organizer Expense Tracker, Budget Planner, Bill Organizer

If you\’re old-school like me and don\’t like keeping track of your expenses digitally, you might like this product! Keep track of your spending with one comprehensive financial tracker. It has worksheets to help you monitor expenses and cash flow and 12 monthly pockets hold bills and receipts.
Get Yours!

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Partner Recommendation\"\"

Andrea Paap
Andrea Paap, EA

Andrea provides efficient and thorough income tax compliance, consulting and planning services to aspiring high net worth individuals, their families, and closely-held businesses. She is also a QuickBooks ProAdvisor and can offer guidance on implementing accounting and bookkeeping processes.

Learn More

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\"\"Follow Me on Facebook!
If you are not yet following me on Facebook, I would love for you to join me there! Follow Me!\"\"

\"\"Feeling overwhelmed? I can help!
Just call (408) 858-8552

Let\’s get your taxes ready!

Let\’s get your taxes ready!

\"\"Let\’s get your taxes ready!

I hope you’re staying healthy and happy! This is such a weird time for all of us, and I just want you to know that I am here for you in whatever capacity you may need me. Whether it be just to talk, to bring you any necessities you may need, or to continue with your organizing project. Yes, you heard me! We can actually organize virtually using Zoom! 🙂 With everyone home now, the clutter situation around the house may get a little out of hand. I’d love to be there with you to (virtually) hold your hand, and help keep it under control. I will walk you through how Zoom works (it’s easy!), and then we can work together on whatever area of your house you’d like!

This month, my focus is on making sure you can find your tax papers. Even though tax payments and filings have been extended to July 15th with no interest or penalties (which is awesome!), it\’s still a good idea to get started on them. By organizing virtually with me, you are carving out the time to do it (just like you do when I come in person), which is what most everyone says is the key. Meaning, no one wants to do this by themselves! 🙂 We will go through your files, discard what you don’t need, and relabel them if necessary. I can print out labels for you and mail them to you! Not only will we find what you need for your 2019 taxes, but you will also be able to find what you need for your 2020 taxes much quicker and easier!

Who will be my first virtual client? 🙂 Virtual rates are lower than my in-person rates, and I am offering an extra 25% off the first session to the first 5 people who contact me! And remember, we can work on any area you’d like. Can’t wait to hear from you!

Carla Whyte
Embracing Your Space

\"line\"

6 steps to organize your tax documents

\"\"

If it is time for It pays to stay organized when it comes to your taxes. Don’t wait until the last minute to get your documents in order—here’s what you can do today and every day until next tax season!

Learn More

\"line\"


Product Recommendation

\"\"

Mead Organizer Expense Tracker, Budget Planner, Bill Organizer

If you\’re old-school like me and don\’t like keeping track of your expenses digitally, you might like this product! Keep track of your spending with one comprehensive financial tracker. It has worksheets to help you monitor expenses and cash flow and 12 monthly pockets hold bills and receipts.
Get Yours!

\"line\"

Partner Recommendation\"\"

Andrea Paap
Andrea Paap, EA

Andrea provides efficient and thorough income tax compliance, consulting and planning services to aspiring high net worth individuals, their families, and closely-held businesses. She is also a QuickBooks ProAdvisor and can offer guidance on implementing accounting and bookkeeping processes.

Learn More

\"line\"

\"\"Follow Me on Facebook!
If you are not yet following me on Facebook, I would love for you to join me there! Follow Me!\"\"

\"\"Feeling overwhelmed? I can help!
Just call (408) 858-8552

Are you done with your taxes yet?

Are you done with your taxes yet?

\"\"Are you done with your taxes yet?

Yes, it’s tax season again, but don’t panic! You have plenty of time to get them done. Start doing a little each day to get your receipts gathered and organized, and make an appointment with your tax accountant. Also, now is the perfect time to get your receipts in order for next year. 🙂 Having a dedicated place for your tax papers is key. Read the following article for tips!

Carla Whyte
Embracing Your Space

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Top Six Ways to Stay Organized During Tax Season

We\’re in the midst of tax season, so it\’s the perfect time to pull out your receipts, grab your W-2s and dust off your old tax returns for some spring cleaning.

Keeping tax documents organized and stored safely can reduce the chances of identity theft. And, if you get organized now, you\’ll be thankful next year when you don\’t have to spend hours digging around for your receipts and other documents.

Read More

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Product Recommendation:

24 Pocket Expanding File Folder

This file folder provides 24 individual pockets for reliable partitioning and keeps all files tidy and organized and can hold about 3000 sheets paper. Comes with premade labels or you can create your own.

Buy Now

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\"\"

Women\’s Networking Alliance

I\’ve been a member of the Women\’s Networking Alliance since 2014. It has been a great place for me to grow my business, get support from other small business owners, and make new friends! My chapter is having a visitor\’s night on March 6 and I would love for you to join us! Visiting is free, so I hope to see you there!

RSVP

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\"\"Partner Recommendation:

Bonnie Li, Tax Accountant

Bonnie, MBA CPA, looks forward to continuing to help business owners and individuals to save taxes & accomplish their financial goals by leveraging Padgett\’s resources and her experiences.

Contact Bonnie

 \"line\"

\"\"Feeling overwhelmed? I can help!
Just call (408) 858-8552

Have you done your taxes yet?

Have you done your taxes yet?

\"\"Have you done your taxes yet?

Believe it or not, It’s tax season again! But don’t worry, you have plenty of time before April 15th, and these tips about keeping your receipts organized will be very helpful!”

Carla Whyte
Embracing Your Space

 

 

 

 

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Making Taxes Easy: Tips for Organizing Receipts and Expenses

Tracking your expenses could help you save money at tax time. But it\’s essential that you keep receipts and documentation to back up each expense and justify your deductions if necessary. Follow these tips to organizing receipts and expenses to make taxes easy. Read More

 

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\"\"

The Women\’s Networking Alliance

I\’ve been a member of the Women\’s Networking Alliance since 2014. It has been a great place for me to grow my business, get support from other small business owners, and make new friends! My chapter is having a visitor\’s night on March 7 and I would love for you to join us! Visiting is free, so I hope to see you there!

RSVP For This Event!

 

 

 

 

 

 

 

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\"\"

Product Recommendation:

24 Pocket Expanding File Folder

This file folder provides 24 individual pockets for reliable partitioning and keeps all files tidy and organized and can hold about 3000 sheets paper. Comes with premade labels or you can create your own.

 

Buy Now!

 \"line\"

 

\"\"Feeling overwhelmed? I can help!
Just call (408) 858-8552

Are You Ready for Tax Season

Are You Ready for Tax Season

\"\"Are You Ready for Tax Season

Tax season is upon us, and I know some of you are dreading it! The digging through your files (and desk drawers, and purses, and couch cushions) to find all of the necessary documents and receipts. Sound familiar? I’m here to help you with all of that this year, and I found a great article about organizing your receipts for next year! Let’s start off 2017 with organized tax papers!

Carla Whyte
Embracing Your Space
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\"\"

The Art of Keeping Receipts for Your Taxes

Keeping your receipts organized helps you to assess your annual spending accurately and makes filing your taxes easier.
Read the Tips!

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\"\"

Spring Cleaning & Cleanse – Decluttering your space, mind, & body

Spend an evening with us as we discuss how clutter can block clarity, energy, and peace in one’s physical and mental state. We will talk about what clutter actually is and the benefits of clearing it away so that everyone can live empowered lives! Read the Tips!

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Smead All-in-One Income Tax Organizer

This is a great way to organize and store vital tax records. An instruction sheet/checklist and labels with tax subjects as well as blank labels allow the file to be tailored for your tax record needs. The file includes 12 pockets plus one large pocket for storing completed returns. The flap and cord closure allow for security and easy transport.​ Read the Tips!

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\"\"Partner Recommendation: Dianne Hill

Dianne Maldonado Hill, CAPP, is a professional Life Wellness Coach, stress and anxiety strategist, and a certified positive psychology practitioner. After 25 years working in high tech and coming close to working herself to death, Dianne is on a mission to keep people from pressing the self-destruct button! Dianne works with people whose lifestyle is sending them to an early grave. She helps them to live long, lasting and fulfilling lives truly worth living.
Join the Wellness movement now and sign up for a complimentary Chaos to Calm Breakthrough session with Dianne.

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\"\"Feeling overwhelmed? I can help!
Just call (408) 858-8552