Kathe Roberts, Professional Organizer, Central Jersey, North Jersey, New York City, Westchester, Residential Solutions for All Your Organizing Needs

Tip of the Month:
Simplify Your Documents

Safekeeping Important Documents:

It’s tax time again and it got me to thinking: What is the best way to keep our most important documents safe and accessible?

For tax returns keep your past tax year and current tax year files in your active file drawers so they can be easily accessed. For archived tax returns keep them in labeled manila files (7 years worth) in banker boxes clearly labeled and stored in a dry area in your home If you have an accountant prepare your taxes they will also keep a back up copy for seven years. If not consider keeping a copy of returns off property.

Some other important documents to keep safe:

Passport
Social Security Card
Birth Certificate
Insurance Papers (Car and Home)
Medical Cards
Deed to Home/Property/Car

Accordion File – Always keep copies of documents in an easily accessible file if originals are elsewhere. In any emergency situation when you have to vacate your home you can grab and go with this one item and have all your important documents in one place. Keep a copy of your safe deposit key and important phone numbers also in the file.
Accordion Folder

Fireproof safe – Keep important documents in a safe that is UL rated for at least 1,800 degrees.

Safe Deposit Box - Keep original documents in a bank safe deposit box. Annual fees are as little as $45. Copies will still be in your accordion file. If you need originals such as a passport for traveling – remember most banks are not open on the weekend so plan ahead. Keep a copy of one box key at home and another with a trusted family member or friend.

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Do you find that:

You can't locate important household and financial papers?
You are overwhelmed by piles, mail, school notices and paper?
Personal clutter creates the wrong impression about you?
You are afraid of falling items when you open doors on closets/garage/attic?

Let a Professional Organizer help you to:

Regain a sense of peace in your living space.
Save time and money for what's really important to you.
Alleviate stress and take back control of your environment.
Create a personalized organizational solution for you.