Brunch on a Wednesday: I haven’t done them yet either

I have a confession to make. I haven’t done my taxes yet either. I finally made the appointment a few days ago when I realized that oh, it’s almost the end of March, oh, it’s almost April, oh, it’s almost April 15th…

Crap. Taxes.

When I was just a W2 employee, I Turbo Taxed my way to my refund as soon as I got my forms. I had money in the bank by late February most of the time.

Last year, I had two side businesses, rental income, a mortgage, and a health savings account. I did an *okay* job of keeping track of my side income and expenses, but I really only got organized in the second half of 2014. This year, I felt overwhelmed about putting together my tax information for the first time. So I did what any good financial planner would do. I procrastinated.

I have to say, I’m a little nervous to tell you about this. There’s this air of professionalism that I feel like all financial planners want to maintain, namely that we have our financial shit together. Here’s our little secret: sometimes we don’t either.

Honestly, it makes me a better financial planner. I know how much it sucks to put your tax documents together. I know how it feels when I spend too much money eating out one month. I know the panic of realizing I missed an email notification for a bill and didn’t pay it. The cool part is, because I’ve also spent so much of my time learning the ins and outs of the system, I know how to get myself out of it, which means I can help you figure it out too.

So if you haven’t done your taxes yet, don’t worry. There’s still time. And if you find yourself nearing April 15th and still need more time, don’t worry, filing a tax extension isn’t the end of the world. And if you need an accountant to help you out this year, click here.

Here’s to procrastinating less and less each year!


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