As organizers we are always saying being organized saves you time and money, and Friday this rang true. My husban
d and I met with our new accountant, which is a complex process for us and can be very stressful. We have to report taxes in both the US and Canada and it can be extremely overwhelming ensuring everything has been taken into consideration.
Of course, we use the FreedomFiler to keep our tax papers organized which is vital to our tax success. Our tax files are US Tax, Canada Tax and Savvy Solutions and A Red Bench Tax Files by category (advertising, phone, travel, etc.). It’s a lot to keep organized, but FreedomFiler works like a charm.
Our tax paperwork was organized and prepared and when we arrived on Friday the accountant was thrilled as this made it easier for her to review our situation and complete the return. She had a few questions for us, but basically it was a simple and stress free appointment. And the great news is she changed her original quote and reduced the price to complete our taxes by $500.
We are hearing from many people right now the phone are not ringing quite as much as they have in the past. Share this story with your clients and let them know the benefits of working with an organizer and specifically you. Being organized saves you time and money and on Friday it saved us $500 out of pocket. My husband and I were very happy and I imagine many of our clients would be too!
Tags: Angela Ploetz, Christa Wagner, FreedomFiler, Save time and money, Taxes