by Nanette Duffey | Apr 15, 2025 | Financial Partners, Insights, Taxes
April 15th, the day we all begrudgingly acknowledge as the tax deadline, has arrived. It’s a moment where the numbers “dust” settle, and tax advisors share the financial tally—maybe with a hearty high-five for a prosperous year or a sympathetic nod to the weight of a...
by Nanette Duffey | Apr 1, 2025 | Insights, Legal Documents, Paperwork, Taxes
With the looming reality of tax season, it’s easy to chew your digits and get lost in the stress of misplaced forms. But what if we took a step back, inhaled deeply, and added a twist of humor to the mix? Here, “tax time” takes a sly jab at the sluggish...
by Nanette Duffey | Jan 14, 2025 | Financial Partners, Insights, Taxes
Trusted advisors, such as accountants, lawyers, financial advisors, and insurance brokers, are necessities for controlling and overseeing often complex financial ecosystems. At Organized Instincts, magnifying the value of your relationship with these advisors is one...
by Nanette Duffey | Feb 20, 2024 | Bill Paying + Banking, Financial Partners, Insights, Paperwork, Taxes
Tax season is the perfect reason to hire a daily money manager. While Organized Instincts DMMs do not prepare income tax returns, we gather clients’ tax paperwork for your CPA to prepare. There are several advantages to doing so, of which the chief advantage is...
by Nanette Duffey | Jan 30, 2024 | Financial Partners, Insights, Taxes
Tax preparation season is upon us, making it an ideal time to assess your relationships with the tax professionals currently in your corner. Here are some things to turn your tax time headaches into celebratory high-fives with the professional who best fits your...
by Nanette Duffey | Aug 8, 2023 | Insights, Paperwork, Taxes
Are you moving, or do you have plans to move? We suggest a three-tiered strategy that will help you update your address quickly and efficiently at a multitude of locations. This approach is convenient if you’ve resided at one spot for years, are unfamiliar with...
