Collecting Your Tax Documents: A Checklist

Posted by Jacob Gordon
On January 24, 2022
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When is it time to start collecting your tax documents? While it is always good to make sure you and your loved ones are checking your mail, January is a particularly important time to make sure you receive by mail any documents you will need to file your taxes for the previous year. For seniors […]

How Do You Track Your Spending?

Posted by Peter Gordon
On May 19, 2021
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The benefits of tracking spending is not limited to our elderly clients; there is also much to be gained for younger clients. We work with a successful salesperson with two homes and investment properties. However, he found himself to be incredibly stressed by his spending compulsion. So, we downloaded the previous six months banking and […]

Tax Season is Here!

Posted by Peter Gordon
On January 15, 2018
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{1:30 minutes to read} A new year is upon us, which means that tax time is on the horizon. So many people leave their planning to the last minute, then scramble to find deductions before the April 15th deadline. At New York Financial Organizers, we organize our clients’ tax information every month of the year. […]

Top Tips to Prepare for Tax Season!

Posted by Peter Gordon
On February 15, 2017
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{1:30 minutes to read} Tax day is drawing near. For our clients, we ensure their tax information is properly organized throughout the year so that when we prepare their tax information report, everything is properly categorized. With this done, we pass their report over to their individual accountants, making it a much more efficient process […]