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How to Organize Your Tax Documents with Google Docs

Rob Berger 8:10

2,494 views · 77 likes Watch on YouTube ↗

How to organize your tax documents with Google Docs and Dropbox📚 My book, Retire Before Mom and Dad-https://amzn.to/3onzW0S 📊 Best investment tracking tool-https://go.robberger.com/empower/yt-

Tax Organizer Template: https://docs.google.com/document/d/1q_YWdA-20eYgHTIEyCjGMWuut7ZNEydz7oCUGIt7BwI/edit?usp=sharing
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In this video we'll look at a simple yet powerful way to organize all your tax documents. Using Google Docs and Dropbox, you can keep track of W2s, 1099s, charitable contributions and every other document you need to prepare your taxes. This approach makes it easy to share these documents with your tax preparer. It's also a great way to keep track of tax related materials throughout the year.

ABOUT ME

While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. Today I'm the Deputy Editor of Forbes Advisor, managing a growing team of editors and writers that produce content to help readers make the most of their money.

I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (https://amzn.to/3by10EE)

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DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.

AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning at no cost to you I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom.

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