Get the Shoebox in Order: Decode Statements and Walk Into Tax Time (or the Advisor) Prepared

You'll walk away with: A calm, fully local system that turns the annual pile — bank and brokerage statements, 1099s and W-2s, receipts, that letter you didn't understand — into an organized, labeled record: Claude decodes what each document is and why it matters, builds a have-vs-still-need checklist for taxes or an advisor meeting, flags the questions worth asking, and produces a clean summary and folder you hand your tax pro — so you arrive prepared and pay them for the expert part, not to sort your paperwork.

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