Janet Berry-Johnson, CPA
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Tax Preparation Checklist: Gather These Documents to File Your Tax Return

Tax Preparation Checklist: Gather These Documents to File Your Tax Return

by Janet Berry-Johnson | Dec 9, 2024 | Paper Organization, Taxes

Tax season might feel like it’s a long way off, but following a tax preparation checklist and getting started early can save you stress and set you up for a smooth filing experience. While the IRS typically opens tax filing in mid-January, there’s no need to...
Helping Seniors with Finances: A Step-by-Step Guide to Organizing Financial Paperwork for Aging Parents

Helping Seniors with Finances: A Step-by-Step Guide to Organizing Financial Paperwork for Aging Parents

by Janet Berry-Johnson | Sep 13, 2024 | Paper Organization

As our parents age, they may need help managing their finances. Between the constant flow of mail, bills, insurance paperwork, and other essential documents, it’s easy for things to slip through the cracks. Organizing financial paperwork for aging parents and handling...
How to Organize Financial Records: A Step-by-Step Guide

How to Organize Financial Records: A Step-by-Step Guide

by Janet Berry-Johnson | Sep 13, 2024 | Paper Organization

If you’re like most of us, managing your finances can feel overwhelming, especially when juggling a busy life. Staying on top of bills, budgets, credit card statements, tax documents, and saving for retirement is challenging enough. But then you add the deluge...
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Recent Posts

  • How to Organize Tax Documents for a Stress-Free Tax Season
  • 10 Steps to an Organized Financial Life
  • 10 Year-End Financial Tasks To Set You Up for a Stronger Year Ahead
  • 5 of the Best Personal Finance Books to Help You Take Control of Your Money
  • How to Organize Medical Records for Aging Parents

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Omaha, NE 68106

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Disclaimer

While I am an accountant, I am not an attorney or a financial advisor, nor am I holding myself out to be. The information contained in this website is not intended to be a substitute for tax, legal or financial advice that can be provided by your own attorney, accountant or financial advisor. Although I take care to provide information for my readers, I cannot be held responsible for any errors or omissions, and I accept no liability whatsoever for any loss or damage you may incur. Always seek tax, financial and legal counsel related to your specific circumstances as needed for any and all questions and concerns you now have, or may have in the future. By viewing this website or anything made available on this website, you agree that the information contained on this website is not legal or financial advice.

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