Tax Season Stress Eliminated:
Marla Ottenstein’s Paperwork Organization Hacks

As a Professional Organizer based in Naples, FL, Marla Ottenstein knows that the key to hassle-free tax prep is to set-up easy systems for paperwork organization and to keep your paperwork in order throughout the year. In this video from Professional Organizer Florida, she shares her brilliant and simple approach to consolidating and managing year-end tax documents year-round. You’ll learn Marla’s easy method, which entails using just three tax files: “Donations,” “Medical,” and “Current Year Backup.” She demonstrates how consolidating documents into these simple categories prevents overstuffed files, lost or misplaced paperwork, not to mention the stress of organizing your paperwork for your accountant at the end of the year. Marla also reveals which documents to discard, such as utility bills and paid credit card statements, since your accountant probably won’t need these items anyway. Her rule-of-thumb helps eliminate paper clutter while ensuring you keep only the essential tax records. She also explains why it’s important not to give your accountant any papers he/she doesn’t need. Less paper equals less time spent preparing your tax return equals more money in your pocket and not your accountant’s. With her proven track record for providing exceptional home and office organization services in Naples, FL, Marla has mastered creating functional paperwork management systems. Her techniques streamline tax season, reduce stress and save you money! Don’t let disorganized financial records disrupt your life any longer. Subscribe for more of Marla’s expert organization tips to simplify paperwork consolidation, filing systems and more! Implement her easy tax organization method for a hassle-free process.