The Taxman Cometh

On November 21, 2008, in Tax Preparation, by Deb Lee, Certified Professional Organizer®
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March 2010 Update ~ Though this post was originally written in November 2008, I’ve decided to dust it off and revise it a bit as tax time just around the corner.  I hope you find the tips helpful this second time around, and wish you a very simple and organized tax season.  ~Deb

Do you know where your tax documents are? If you go searching every year for the paperwork you need, try something different this time. There’s no greater feeling than finding what you’re looking for in less than 3 minutes. Well, maybe there are other great feelings out there, but this one ranks high on my list.

So, follow these two steps and you’ll be well on your way to quickly finding what you need for your accountant.

1. Corral & Categorize Your Receipts. Oh where, oh where can your receipts be? Stuffed under a mattress, in the cup holder in your car, or at the bottom of your bag? Maybe you have them in a ziplock bag or a shoe box (that’s a good start!). No matter where they are, gather them up, dust ‘em off, and categorize them every month. Here are some potential categories:

  • Charitable Donations *The IRS is getting pretty particular about these receipts, so hang on to them.
  • Medical & Dental Expenses
  • Car & Fuel Expenses
  • Childcare Expenses


This is how I store my receipts throughout the year. After each purchase, I put the receipts in a specific area of my wallet (still do, actually), and then I transfer them to this handy dandy case when I get home.



This is the handy little case I used for receipts.  Cute, isn’t it? I got it at Staples.


I labeled each tab to track specific receipts.  If you prefer a binder with tabs, check out the Big EZ Receipt Storage Book.

The NeatDesk will help you organize your receipts and biz cards, and lets you export to PDF, Excel®, Quicken®, QuickBooks®, TurboTax® and more.

 

Since writing the original post, I discovered a great tech way of tracking receipts. Enter the Neat Desk. All you techies who find that your receipts are morphing into a nice paper carpet in your office or car (not a good look), this might very well be the right product for you. Lucky me, I won mine on Twitter!

 

 

 

 

2. Create a File for Other Tax Documents. Use a folder or a large envelope for any other tax papers that you’ll need to submit to your tax preparer. Label the folder/envelope with the tax year and anything else that will remind you of what’s in there, like “2012 Taxes.” Yes, you’ll still be paying taxes in 2012.

Here’s a partial list of what should be in that file…

  • W-2′s
  • 1099′s
  • Mortgage Interest Statement
  • Property Tax Statement
  • Investment Info
  • Retirement Info
  • Student Loan Interest

 

Click here for a tax information checklist but be sure to talk with your tax preparer about your specific situation. You can also use software like Quicken to help you along.

So, make nice with your receipts. The taxman will thank you.


 

P.S. This post is courtesy of M.M., a Facebook friend who asked for tips (back in November 2008) on getting ready for taxes.





Container Store Discount Extended Until November 30th!

On November 20, 2008, in Technology, by Deb Lee, Certified Professional Organizer®
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Remember that 20% discount that the Container Store offered to all Oprah viewers for her Clean Up Your Messy House tour? Well, I heard through the organizer grapevine that they have extended the expiration date to November 30th!

Here’s how you can use your discount…

  • For online orders: Use promotion code CLUTTERCREW at checkout. Start shopping!
  • For phone orders: Print this special offer and call 800-733-3532. You must present the bar code number on the offer to the phone representative when placing your order.

P. S. Don’t forget that I have a promotion of my own. Click here to find out how you can win!

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Win a Dymo Label Maker!

On November 19, 2008, in Technology, by Deb Lee, Certified Professional Organizer®
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During my interview with Jim Deitzel of Rubbermaid, I learned that Newell Rubbermaid (parent company) also owns two other brands that I love and use often: Dymo (label makers) and Endicia (postage). After my conversation with Jim, he got the idea to do a Scavenger Hunt and give away a prize to the winner.

Well, you guessed it, I’m doing my own giveaway! It doesn’t happen often that I have two winners in a month. In fact, this is the first time I’m giving away two prizes in the same month.*

Along with the $50 Container Store gift card that D. Allison Lee Professional Organizers [parent company of Organize to Revitalize! blog =)] is giving away, I will also raffle off a Dymo LetraTag Plus Label Maker! Every home and office should have a labeler, right?

To enter to win the Dymo LetraTag Plus:

  1. Contact us with “Dymo” in the subject line.
  2. Include your e-mail address.
  3. If you do not wish to be included on future e-mailings, write that in the body of your message.

Please respond by 5:00 pm on November 26, 2008. Winners will be chosen randomly and alerted via e-mail.

Want to be profiled on our blog? If you win, we’d love to hear how you use your label maker and will blog about your experience. Enter to win today!


*Separate winners will be selected for each prize.

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Rubbermaid, Part II -Turnabout is Fair Play

On November 18, 2008, in Kitchen Organization, by Deb Lee, Certified Professional Organizer®
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Back in October, Jim profiled me on Adventures in Organization, and today was his chance to tell me a little bit about himself and the company he works for, Rubbermaid.

Rubbermaid has helpful products for every household and has been very supportive of the organizing industry. I hope our partnership will be a long lasting one. Many thanks to Jim for taking time out of his busy day to be interviewed.

1. How long have you been with Rubbermaid?

Since 2004, so about 5 years. I started with Newell Rubbermaid in the tool division. Newell Rubbermaid is the parent company and owns other brands such as Dymo Label Makers and Sharpie markers. Rubbermaid is a 75 year old brand.

2. What’s keeps you there?

I like it. Rubbermaid has great brands, lots of opportunities, and practical products for my home. There are lots of opportunities to do new things like diving into social media (like Twitter). There are lots of great people to work with here in Charlotte, North Carolina.

3. You’ve documented some of your personal organization projects on Adventures in Organization. Which project was the hardest to complete and why?

The garage was the largest and most time consuming because it took 5 weekends to complete. I took down a few things, installed the FastTrak garage system, and built new shelves.

But, the most difficult to figure out a solution for was my kitchen cabinets. I didn’t think it through at first. I had food storage containers in a really deep cabinet and they were pushed all the way to the back. It was dark and I could never see them. So, I switched them with the pans that were in a shallow cabinet.

And I purged. Both were difficult but for different reasons.

4. Which one was the easiest?

The linen closet was pretty easy. I got rid of sheets I didn’t use anymore. Really, it comes down to understanding the issue and finding good solutions. You have to think about the issue and how to solve it. Also, it doesn’t hurt getting tips from you guys (i.e., professional organizers), like storing all linens (in a set) in a pillow case.

5. You’ve made it a point to follow professional organizers on Twitter. What have you learned from the experience?

We’re Rubbermaid and we make products to help organizers. There’s a connection so I started following a couple of organizers and I learned a lot of things. First, there really is a process and structure to what you guys do. Not just anybody can do this. It’s a process – defining the problem, understanding it, and finding the right solution.

It’s not about buying a lot of products because it has to work for how you live. Also, there’s quite a few organizers who are pretty savvy online. Being on Twitter is pretty progressive and I think organizers may be ahead of the curve. I’m very impressed with that.

7. What else is Rubbermaid doing to partner with NAPO?

We will be at the 2009 NAPO Annual Conference in Orlando. It’s very much a discovery process and we’re continually learning about each other. It seems like a pretty good relationship and a good fit. We will support each other and together we’ll move forward.

8. What are your favorite Rubbermaid products?

Without a doubt my favorite are Produce Savers and that’s because I eat a lot of berries. The Produce Savers are perfect for berries. Actually, the entire line including the Premier and Easy Find Lids have bases that fit and nest together. They really take up such a small amount of space.

9. Does Rubbermaid make green products?

The nature of our products is that they are durable and reusable. Consumers are looking for those options. You can use our containers so you don’t need a bag that you have to throw away. You don’t have to use cardboard boxes over and over.

10. Are there any new products that we should be watching out for?

There are but only in certain markets – not in the large markets yet. Some pretty neat things are coming later on.

 

Let The Pictures Speak

On November 17, 2008, in Before & After Pictures, by Deb Lee, Certified Professional Organizer®
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Of all of our inventions for mass communication, pictures still speak the most universally understood language. ~Walt Disney


“The way to get started is to quit talking and begin.”
~Walt Disney

*Walt Disney quotes found on http://thinkexist.com.

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Half Way There!

On November 16, 2008, in Productivity, Time Management, by Deb Lee, Certified Professional Organizer®
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Woo Hoo! I’m 16 days into National Blog Posting Month, a.k.a. NaBloPoMo. For those of you that didn’t know, this is my first year participating in NaBloPoMo and I have to write a post every day, including weekends.

Some of you gave me your vote of confidence, which was nice. Even nicer, I learned a few things now that I’m at the half-way mark:

  1. It IS possible to write a post every day.
  2. It IS possible to write a GOOD post every day.
  3. It IS possible to be creative when posting every day.
  4. It IS hard work – EVERY DAY!

While my posts can’t be compared with Shakespeare’s writing, I have put a lot of thought into what I will say each day. I try to anticipate what my readers want to know more about before they tell me. If nothing else, this has been an excercise in creativity and time management. Blogging takes time, especially when you enjoy it. That’s the other thing I learned this month. I really, really like blogging! I also discovered that my life runs much more smoothly when I blog in the morning.

…can’t wait to see what else I’ll learn over the next 14 days. If you have a topic you want more info on, let me know!


Holiday Meal Planning

On November 15, 2008, in Guest Posts, Holiday Planning, by Deb Lee, Certified Professional Organizer®
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Brandie Kajino,  The Home Office Organizer and author of the new food blog, Joy of the Kitchen, shares some timely tips on holiday meal planning. She’s organized and a foodie so you know her tips will be great!

Thanksgiving is coming up, can you smell the pumpkin pie? Everyone has a favorite holiday, and Thanksgiving is mine. What’s not to love about a holiday that’s all about family, friends, thankfulness, relaxing (after the dishes are done), hanging out in the kitchen all day and eating what you make? It’s also about the shared tradition and the stories that go along with it.

And don’t forget all the food preparation and dishes! So, how to enjoy this fabulous holiday and find some joy in your kitchen this year? One word…

Preparation. Here’s some tips on how you can make your holiday meal go a little more smoothly.

Get help. The Thanksgiving meal isn’t for wimps. It’s a big deal! There’s plenty of pressure, tradition and food to go around. However, it can be a lot of fun if you’re prepared. If this will be your first meal, girlfriend, call in reinforcements! There are a lot of dishes to make, which all need to be hot (or cold) at the right times. Call someone who has done it before to help out. If it’s not your first time, offer to help with someone else’s dinner (She’ll thank you for it!).

Order ahead. A few years ago I started ordering a fresh local bird, and I will NEVER go back. But, it needs to be ordered ahead of time, and picked up the week of Thanksgiving. Also, if you are thinking of ordering anything (like side dishes) for your meal, get it in asap.

Make a menu and a list. Know what you are going to make, and when you are going to make it, before the big day. Make your menu and if you’re up to it, do some math and figure out start + prep times. Post this list on the fridge and refer to it as you get closer, making sure you have all supplies ahead of time. (Some local kitchen shops and magazines have great lists, so take advantage of them!)

Prep ahead. Something you can cook ahead, like pies and cranberry sauce. You can also chop veggies, prepare bread for dressing, etc. Look at your menu and see what can be prepared ahead. You can even set the table the night before if you are feeling ambitiou

Enjoy! If you’re properly prepared and have a game plan, you’ll enjoy the holiday so much more. Take a few minutes and plot out what the day will look like, so you will feel a little better on T-Day. Then, wake up get moving and enjoy the day.

Cheers, and Happy Thanksgiving everyone!

 

About the Author

I’m an enthusiastic foodie + baker who finds joy in the kitchen. I love when a friend or family member widens their eyes, nods their head and utters “Mmmmm…”  When they enjoyed what I just created with my own hands, THAT brings me joy.

Connect With Brandie: Web | Twitter

 

A Special Treat…

On November 14, 2008, in Home Office Organizing, Kitchen Organization, by Deb Lee, Certified Professional Organizer®
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I have a treat for you. I’m excited to introduce you to Brandie Kajino. Brandie, The Home Office Organizer, has helped many home office professionals get organized. It turns out that she is also an “enthusiastic foodie” who recently started a food blog, Joy of the Kitchen. What a great combination…an organized connoisseur!

I’ve asked Brandie to share some tips that involve these two things that she loves. It’s a surprise so stay tuned!

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Oprah’s Coming to DC!

On November 13, 2008, in Home Organization, by Deb Lee, Certified Professional Organizer®
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Have you heard? Oprah‘s coming to DC! After my “field trip” yesterday, I raced home to watch her “Clean Up Your Messy House” episode and learned that she, along with professional organizer Peter Walsh, is looking for some truly messy homes. Oprah and Peter are teaming up with two of my favorite companies: Container Store and Volkswagen (I have a Jetta) to embark upon a tour across the country to find the most cluttered homes in America.

Do you have the messiest living room, family room, or bedroom in Washington, D.C.? If you do, Oprah wants you! Are you ready to open your home to the national audience that watches the Oprah Show? Are you ready to finally get rid of that clutter? Do you know someone who desperately needs to get organized? Tell Oprah and she’ll send Peter to the rescue. The sooner she hears from you, the better!

There were other cool things that was announced on yesterday’s show, too. Like the 20% DISCOUNT that the Container Store is offering to all Oprah viewers! You can use your discount for in-store, online, or phone purchases. Grab your coupon now because this offer expires on November 19th.

  • For online orders: Use promotion code CLUTTERCREW at checkout. Start shopping!
  • For phone orders: Print this special offer and call 800-733-3532. You must present the bar code number on the offer to the phone representative when placing your order.

Believe it or not, there even still more cool offers to help you banish your clutter. Click here to see what they are!

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NAPO-WDC Loves The Container Store!

On November 12, 2008, in NAPO, Organizing Products, by Deb Lee, Certified Professional Organizer®
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Today, I went on a field trip! Along with 50 other professional organizers, I attended a special event organized by the NAPO-WDC Board of Directors. Our host was the Container Store located in Arlington, VA and they were awesome!

Store Mangagers Kevin & Erin started out by giving us the history of the Container Store. Did you know that they’re celebrating their 30th anniversary? Did you also know that they offer a 30% discount every January on all their Elfa products? That’s huge!


Kevin & Erin also gave us a tour and showed us some new eco-friendly organizing products. Check them out below…


We got a demonstration on how to install their famous Elfa closet system and saw how simple it was to put together their free-standing units. The demo also included their new line, Elfa Utlity, which is a nice option for your garage.

We were all grateful for the time that the Container Store staff took to make us feel welcome. They are very focused on customer service and are super friendly. You’ll see for yourself when you visit the store. If you have question, they are always happy to help.

It was an awesome afternoon and I’m sure that we all walked away thinking “I Love the Container Store!” Take a look at how happy we were…


That’s me with Kim Oser, NAPO-WDC Corporate
Partner Director. Kim is also the owner
of
Put It Away!







Here I am getting a lift from Scott Roewer, NAPO-WDC Immediate Past President and owner of Solutions by Scott.











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