Tax Tip #2
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Daily Tax Tip #2: Don’t Wait to Organize Your Records!
Procrastination is one of the biggest reasons people miss deductions or make filing mistakes.
Getting your records in order now will save you stress—and possibly 💵 later!
🧭 Quick Action:
✅ 📁 Create a “Tax 2025” folder (digital or physical) and drop in every W-2, 1099,
or receipt as you get it.
✅ 📸 Use apps like QuickBooks, Google Drive,
or your phone’s camera to scan & label documents right away.
✅ 🧾 Make a checklist of what you’ll need to file—income, deductions, and credits.
📣 Why It Matters:
💰 Organized taxpayers claim every deduction they deserve.
🕐 You’ll avoid the last-minute scramble (and missed forms).
🧘 Less stress = smoother filing season for you and your clients.
📆 Pro Tip: Set one day each month to update your tax folder—discipline now means peace later!
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Geno Bradley
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Tax Tip #2
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