tools to make getting ready for tax season easier needed

[Tina Trussoni]

Overwhelmed by receipts and keeping track of everything! Is there an easier way? Please help.

[Daniel Hyman]

@Tina Trussoni

Some accounting firms will offer coaching services to help get your books and records organized. See if you can connect to to a firm that offers that service.

If your portfolio is large enough, then it might make sense to outsource all of it to a firm that will take care of everything on the back end and then send you monthly or quarterly financial statements.