Taxes and Cashflow Management

Recordkeeping Tips


The IRS wants proof of what you put on your return if they review or audit your return. Your word is not enough. So keep receipts and documents that back your claims for filing status, income, deductions, credits, business expenses if you are a sole proprietor. 

Keeping a tight budget?

Become a member of our Personal/Family Cash Flow Challenge!

  • 6 months long but on your own schedule
  • Support to reach your savings or debt reduction goal
  • Workbook to use during and after the challenge
  • Tools and habits to improve your cash flow without guilt
  • Increased gratitude for what you have and less worry about what you don’t have. 
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