From Shoebox Chaos to Tax Boss

It’s time for the annual obligation: you need to file your taxes again. For many, it’s a time-consuming task they dread. Even if you have your tax return prepared by an external advisor, in most cases it still takes hours. How could it be easier? Keep reading:

The hunt begins

You open your laptop with good intentions, but soon that resolve turns into a mild form of frustration. Where was my employer’s annual statement again? Found it,now just my partner’s. And was the property value notice in that envelope from the municipality or sent digitally? You click through your inbox searching for your mortgage annual statement. Can’t find it. Somewhere in a drawer, but which one? Oh yes, and don’t forget to check all bank and investment account balances. Potential medical expenses, alimony obligations, or charitable donations make it even more complicated. What seemed like a simple tax return suddenly feels like an annual scavenger hunt for documents you are certain you stored neatly… somewhere. But where exactly?

From chaos to control

What happens if you break that pattern? If you create a single, central location where you structure all documents, annual statements, and other important information. It not only saves time when filling out your tax return, but there’s another important benefit: if something happens to you, your loved ones also have oversight and control. Wouldn’t it be convenient if they, when necessary, could access tax returns from previous years, or other important matters like login credentials?

More than just taxes under control

Once you notice the benefits of structure for one aspect, like your tax return, you’ll quickly see that the same principle applies to many other areas of your life. Think of notarial deeds, insurance policies, digital accounts, wills, passwords for all your devices, or even personal wishes you want to record.

How to become a tax boss

That’s the remaining question. The answer: by signing up for a Life After Me account. The “Taxes” folder is a standard component. You can organize personal tax returns, business returns, and fund-related returns in separate subfolders. You can create additional folders as needed. There are also folders for everything related to real estate, insurance, legal documents, and even charitable donations.

Visit www.lifeafterme.com to create a free trial account. Take care today of what might be important tomorrow.