esrosedotblog

HUZZAHHH

I got all my tax shit together this morning.

Finally.

My "broker", now a "wealth manager", changed hands and names and on top of that I got a new advisor because mine left that company because of all the changes!

So they were late.

Which gave me an excuse to dawdle.

But they have come through beautifully and I know longer can blame them so, I did the work instead of thinking about doing the work.

I know that this is a cliché, but still. It is always more difficult to think about doing something than actually doing it.

We had the threesome walk this morning, a new revised route which Booker was not totally pleased about, and then I watered the patio and courtyard. Then I had put in wash so I had hoped I would get to fold that next but, no dice.

The drier had another ten minutes to go.

So, no excuse.

I think that the job took less than an hour.

As usual, I had to chase down one out of four of the quarterly advisory fees from the "wealth management" company.

Then, I had to scour the American Express files for the auto registration fee. And the usual fumble with all the donation receipts. I have been trying to do all of those with PayPal who has about the most friendly record keeping of all. But many people won't take that. The County Tax Collector will not even take a credit card unless you pay a 25 dollar service fee. Anachronistic as that is.

So, the pile is on my desk. Next step, John copies. Then off to Peter the Tax Guy (PeterDoesTaxes.com)who will probably take another hour or less to put them in order.

I will, of course, have to pay them something since I am careful not to take any distributions until the last quarter. No quarterly filings. It took me a while to get to tha that point but it is a great release. I am a bit on thin ice with it but no one has complained. Yet.

Labels: money