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Tips to Streamline Organization

Posted on: February 10th, 2016 by consultingsrvs No Comments

Tips to Streamline Organization

Tips to Streamline Organization

If assembling all of your tax records this year prompted you to decide that you need to get more organized, then we have some tips for you. Searching for documents you can’t find, overlooking important due dates, and experiencing a general lack of control over financial record keeping add unwanted stress to your and waste valuable time.

These suggestions will help propel you in a manageable direction toward improving organizational abilities and relieve you from that overwhelming feeling you get in the process.

Change your outlook

We usually concentrate on external steps to decrease clutter in our lives. Yet, your first step should be to develop an attitude to commit to change that allows you to function more efficiently, increase your resources and manage time better so you can organize your tax records.

Identify a workable structure

Difficulties associated with disorganization usually result from the need for structure. If the concept of tighter scheduling is unpleasant to you, consider applying this mindset only where you must have it the most, such is in the morning, or occasions when find you yourself easily distracted. Begin with sorting out the times you want to manage more successfully, and break them down into smaller increments, then prioritize your tax records.

Recognize problem areas

Some areas of your life probably function better than others. Devise a plan to take on challenging spaces that are most troublesome, such as an automobile or desk. Identify days or times of the month to regularly clean through these areas and remind yourself that in the end, everything will have a place to maintain order.

Arrange the clutter

If you often take too much time rifling for documents, keys or other items, it can be very exasperating. There is a solution to this problem that will take a little time but pay off in the long run. Designate specific areas for everything you use on a daily basis. Compartmentalize phones and chargers, put up hooks for your keys and set up baskets or containers to hold assorted kids’ and adults’ objects.

Use helpful technology

Digital devices can boost your organization efforts and support the progress you make. Eliminating or reducing paper with scanners and storage tools is good for streamlining essential financial documents. There are now smartphone apps to generate lists and reminders so you can keep track of what needs to be done in a way that will fit a schedule you find comfortable.

These tips are a good way become more organized, but you’ll need to motivate and use tools that are compatible with your lifestyle and goals. Take small steps with the easier tasks and you’ll be on your way to simplifying a routine that will add calmness and control in your life. Call Consulting Services in Madison WI today at 608-233-9769 for help achieving your financial goals.

Areas of Expertise

Non-filer & Delinquent filers

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Non-filer & Delinquent filers

At Consulting Services Tax & Accounting, we know that sometimes life can be complicated, and that can make doing your taxes even more difficult. Sometimes, things can just get away from you, and before you know it, one or more years have gone by. That's why we want to work with you, to make it easier to get caught up and current with your tax filing obligations.

Multistate filers

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Multi-State Filing

Sometimes in life you've got to move around. Your work life can take you to many different places, whether it's a short-term assignment, or a long-term move, this may mean that you will need to file a tax return for multiple states. Many smaller tax preparation firms lack either the expertise or the software to handle multi-state filings. With Consulting Services Tax & Accounting, you can count on us to get all of your tax problems under control, no matter what state filings may be involved.

Small Business

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Home-based Small Business Specialist

If you own a small business, you have enough on your mind just trying to handle your day-to-day affairs and help your business grow. Tax time often adds an even greater burden to the small business owner because the rules for deductibility, depreciation, and how to determine your taxable income can be confusing and time consuming. We want to make tax time easier for you, so you can get back to focusing of the running your business.

Corporate and LLC filing

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Corporate & LLC Guidance

Whether you've owned a small business for a while, or you want to start your new business with a plan for the future, the staff at Consulting Services Tax & Accounting is here to help. We can advise you on the best route to take whether it is the formation of an LLC, Partnership, S-Corp, or a C-Corp, and what the advantages and disadvantages are for each type of entity, so that you'll be prepared to make the best possible choice for your businesses future.

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If you have a unique or difficult tax situation, we are always here to help you. We have seen many different tax scenarios in our 45+ years of service to the Madison area.

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