5min snip

Earn & Invest cover image

568. Confessions of a Former IRS Agent w/ Sherry Peel Jackson

Earn & Invest

NOTE

Keep Receipts to Secure Your Finances

Maintaining accurate financial records is essential for individuals and businesses to avoid unpleasant surprises, such as the inability to retrieve credit card bills. Relying solely on debit or credit card statements is risky; therefore, it is crucial to keep receipts, whether in paper form or through a digital app. Tools like Dext can streamline this process, as they allow easy scanning and direct submission to accountants, ensuring all documentation is readily available for audits. Proactive financial management leads to better outcomes and safeguards against complications during tax season.

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