This Organized Life: Decluttering Tips for Moms, Entrepreneurs and Professional Organizers Organizing Tax Documents with Samantha Besnoff | Ep 376
Feb 22, 2024
41:46
Hi Friend!
Today we’re talking about how to organize all the 1099’s, w-2’s and other documents needed to prepare your taxes.
If you’re like me, this is less than exciting stuff to talk about, but thankfully my guest today is here to help!
Joining me is Samanta Besnoff who has been a CPA for 22 years and recently named one of the Pennsylvania Institute of CPAs Women to Watch.
She hosts a podcast called Your Financial Maven and her speciality is helping individuals and small businesses with all of their tax needs. I invited Samantha on the show because not only is she super knowledgeable, but she simplifies what can be a complicated and overwhelming process.
During our conversation we talked about:
Whether you work with a tax professional or file your taxes on your own, this is a great conversation filled with information that we all need to know.
Although Samantha is a licensed CPA in Pennsylvania, some information shared may vary from state to state.
We advise all listeners to please consult your Accountant taking any advice given in this episode.
Happy Organizing!
Laurie
🧐 Curious about your relationship with clutter?Dive into our brand-new Enneagram & Clutter workbook! It's the perfect tool to bridge the gap between understanding the Enneagram and applying it in your daily life. → Grab it here: https://simplyborganized.podia.com/enneagram-workbook
Links Mentioned in this Episode:
www.yourfinancialmaven.com
IRS.GOV
Samantha’s Book Recommendation: The 4 Agreements: https://amzn.to/3wjgdcF
Today we’re talking about how to organize all the 1099’s, w-2’s and other documents needed to prepare your taxes.
If you’re like me, this is less than exciting stuff to talk about, but thankfully my guest today is here to help!
Joining me is Samanta Besnoff who has been a CPA for 22 years and recently named one of the Pennsylvania Institute of CPAs Women to Watch.
She hosts a podcast called Your Financial Maven and her speciality is helping individuals and small businesses with all of their tax needs. I invited Samantha on the show because not only is she super knowledgeable, but she simplifies what can be a complicated and overwhelming process.
During our conversation we talked about:
- How long we really need to keep old documents
- How to best organize all of the necessary tax documents in prep for April 15th
- When she recommends beginning the process of gathering your tax info
- How to avoid missing important documents
- Some do’s and don'ts when filing your taxes
Whether you work with a tax professional or file your taxes on your own, this is a great conversation filled with information that we all need to know.
Although Samantha is a licensed CPA in Pennsylvania, some information shared may vary from state to state.
We advise all listeners to please consult your Accountant taking any advice given in this episode.
Happy Organizing!
Laurie
🧐 Curious about your relationship with clutter?Dive into our brand-new Enneagram & Clutter workbook! It's the perfect tool to bridge the gap between understanding the Enneagram and applying it in your daily life. → Grab it here: https://simplyborganized.podia.com/enneagram-workbook
Links Mentioned in this Episode:
www.yourfinancialmaven.com
IRS.GOV
Samantha’s Book Recommendation: The 4 Agreements: https://amzn.to/3wjgdcF