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Keeping Secrets From Your CPA Can Cost You A Bundle

Keeping Secrets From Your CPA Can Cost You A Bundle

by Nanette Duffey | Mar 14, 2022 | Insights, Taxes

When it comes to finances, we might not always go out of our way to tell our CPA when we make big financial decisions. Sometimes it just doesn’t occur to us that the right hand really does need to know what the left hand is doing. But how do you know what things you...
Avoid Getting Miffed by Holiday Gifts – Navigate Giving, Inheriting, and Receiving Valuable Gifts This Season

Avoid Getting Miffed by Holiday Gifts – Navigate Giving, Inheriting, and Receiving Valuable Gifts This Season

by Nanette Duffey | Dec 7, 2021 | Insights, Taxes

With the holiday gift giving season upon us, it is only fitting to discuss gift-giving, and more specifically, gifts you receive from others as well as gifts you give to others. We’re not talking about the air fryer you were gifted by your Great Aunt Mary or the...

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About Us

Organized Instincts pays bills, organizes financial documents, and tracks spending for busy families, traveling professionals, and semi-retired couples.

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  • Hoist the Lombardi Trophy – Draft a Winning Financial Team
  • Are You Missing a Key Player on Your Health Care Team?

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Phone: 770-975-2850
Email: Nanette@OrganizedInstincts.com

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