Primary Tools: the Wealth Planner, Lots of Digital Folders, and Caffeine Ironically, I signed up for the “Self-Employed Package” that costs $129, but since my bill was so large, I’m pretty sure they’re getting a kickback of some percentage because they ended up not charging me for it. This post may feel like it was sponsored by TaxAct, but it wasn’t (despite me sliding in their DMs plenty of times)-I’m just including them where it’s relevant since that’s who I used to file this year. So your 2021 return is (likely) water under the bridge and you’re trying to get your shit together ahead of time for 2022 so you don’t have to undergo the same #pain as you did this year: Cheers to that! No time like the present. In retrospect, I should’ve probably just hired someone.) I’m almost certain I’ll end up being audited because we had so many forms this year, but having a system in place to organize them ahead of time helped tremendously. (And to be clear, I often feel like I’m in over my head when it comes to taxes-I just filed for 2021 and our final tax bill was $36,640. CPAs aren’t mind readers and the return they file for you will only be as accurate as the information you provide them, so I think this “organizational framework” is useful for anyone who feels like they’re in over their heads. That said: Regardless of whether you file your own taxes or hire a CPA to do them for you, you need to be organized. Let me preface this post by saying that if you have access to a CPA and you’re feeling a little unsure about doing your taxes yourself (or, more realistically, you just don’t want to), it’s probably wise to pony up a few hundred bucks and pay your CPA to do them for you.
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