My brain is mush!

Do you have a strategy for preparing taxes that works for you?

If so, please share and give me some tips!

18 thoughts on “My brain is mush!

  1. I think that you’re on the right track EA- doing a little bit every month. Catch up on the start of 2026 now and you should be all set 🙂
    My CFP does my taxes each year. If I had no investments or retirement accounts I could easily do my own but have no clue when it comes to dividends, capital gains, foreign fees, etc, and technically all that has to be accounted for. Plus this year was CO state tax. Never had a state tax before. The forms for that were more and longer than the federal filing. Really though I have very little each year to put together as he has all the info and access to most of it.

    • Yes, I think you’re correct. A little bit each month and to get caught up on the year is a good idea. I have a lot to put together because my husband works from home and has his own business. We’ve always had state income tax too. I had a CPA I really liked in Palm Springs, but he got very ill and eventually died. Then our next one moved to Portugal. The one we found in Arizona is good. My husband was a W-2 employee for decades and the last two years he’s self employed so it’s more complicated.

  2. Good for you for getting them done, Elizabeth! I too think that I should do a better job all year long — and end up doing it all at once.

    Love the photos and your descriptions. Your posts are such a visual treat! Happy Monday!

    • It’s nice to know that I’m not the only one who puts off organizing taxes to the end! I’m so glad you enjoy my photos. I had such a connection to Red this weekend.

  3. Whenever a tax form arrives (or I retrieve it electronically), I put it in a large envelope marked “taxes”. When I have it all, I take it to our accountant and say “here, call us when it is ready”. He does, and automatically electronic files, and I then pay him. Been working that way for years.

    • I’ve had to go through my husband’s and my expenses related to business. Then go through what his company reimburses him and cross those expenses off the list. It’s something I should do each month. At least that’s what I’ve said for years! I have a folder for the incoming tax documents, much like your envelope.

  4. Red looks menacing with his stance against the sparrow! Maybe there is a larger version of that feeder, the Mourning Dove is huge in the feeder. Mr’s Red is very pretty! And taxes? I think I already mentioned that I must have my tax guy do this for me, my math sucks. 😂🤭

    • I’m glad you enjoy the photos. The Bird Buddy people have an extender to allow the bigger birds more room. Someday I may order one. We have a tax guy too, but I have to go through every bank account, credit card account, find expenses plus total up all our utilities, etc. for my husband’s business. The tax guy won’t do that. I need to have a better system and not do it once a year.

  5. That sounds like detail oriented work! Kind of like when my editor sends me the pdf file of my next novel and asks me to recheck the changes by page number and paragraph, just one more time. Finished! I’ll let you know when it comes out!

    • I put in a lot of hours going through my husband’s business expenses for write offs. When he was a W2 employee it wasn’t as difficult. Yes, it sounds like a good year for you to hire a pro. My files are all uploaded to our pro but I had to do all the prep work.

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