"How to Finally Get Your Tax Documents Organized"

Without the Headache, Missed Details, or Hours Lost

A live, practical training that shows contractors, consultants, and business partners exactly how to prepare a clean, CPA-ready tax package—without overthinking or last-minute scrambling.

If Tax Season Disrupts Your Business, This Is Why

You already run a profitable operation.

The work gets done. Revenue moves. Decisions are made.

What keeps slowing things down every year isn’t taxes themselves — it’s disorganized inputs.

Receipts scattered across platforms.

Documents sorted under pressure.
CPA requests that pull you out of execution.

The issue isn’t effort or intelligence.
It’s the absence of a repeatable structure for organizing your financial documents the way CPAs actually need them.

This session gives you that structure — once — so tax season stops interrupting how you operate.

A Straight-Line System That Works Every Year

How to Separate What Matters (Fast)
- Business vs. personal documents
- Current year vs. prior years
- What to keep vs. what to ignore

How to Sort Without Overthinking
- Income, expenses, and receipts by CPA-ready categories
- Travel, meals, operations, payroll, payouts—clean and defensible
- A structure that works whether you’re digital, paper-based, or both

How to Track Only What Counts
- What your CPA actually uses to calculate gains, losses, and salary
- What’s wasting your time
- How to hand over a clean, review-ready tax package

The Shift This Creates

Before

Tax prep disrupts your business
You’re unsure if something’s missing
Organization happens under stress

After

Documents are already categorized
CPA requests are easy to fulfill
Tax season becomes administrative—not emotional

This is the difference between reacting and running your finances with control.

Why This Approach Works

This system is built around how CPAs and the IRS actually review information—not how apps suggest you track it.

It respects:

Your time

Your decision-making speed

The reality of how busy professionals operate

No theory.
No extra steps.
Just order where it matters most.

Meet the Speaker

I spent over two decades inside the IRS reviewing returns, identifying errors, and seeing exactly where disorganization costs business owners time and money.

But this work is personal.

I’ve sorted piles of fuel, repair, and toll receipts on the floor for my father’s trucking business—because that’s what it took to get it right. Last year, that same attention to detail reduced a $15,000 IRS bill to $3,000.

That’s not luck.

That’s structure.

Through Legacy Accounting & Financial Services Group, I help business owners put order to their numbers, so tax season stops being a disruption.

In this session, I’ll show you how.

— Tameka May