1. Three weeks before your tax appointment, drag out last year’s box of bills/receipts/miscellany that’s bound to have pieces of paper needed to accompany…
2. …the stuffed-full file folder of what you imagine might be write-offable/reportable for your Super Tax Lady who is endlessly patient with math-impaired you.
3. Two weeks before your tax appointment put box and folder in a prominent place. Like in the living room where you will surely trip over the box or scatter the contents of the folder if you don’t tend to them pronto.
4. Regather the contents of folder after cat scatters them. Attempt to unsquash the squashed box lid after your late mother’s 20-pound cat decides that it makes a good nap spot.
5. Gather office supplies (your favorite part): paper clips, stapler, sharp pencil with new(ish) eraser. Steal a few sheets of white paper from the printer. Try not to get sidetracked when you realize that:
a. you need the big, rubber-coated paper clips, and while you think you’ve recently replenished your supply (didn’t you?), now you have to find them.
b. you need at least one giant clippie thingie for the fat pile (of say, bank statements or book receipts), and you just saw some of those in the boxes you brought home last year when you and your sister cleaned out your late mother’s house, and you’re pretty sure you know which box that is.
c. A half hour later, after opening and moving the boxes (again) that have resided in your back bedroom for a year, you still have not located the giant clippie thingies. (They will, predictably, turn up some time after tax season. Just watch.)
d. And don’t you still have a calculator in a desk drawer?
e. Wait. There’s a calculator on my phone? (Oh, yeah, huh?)
f. Success! A giant clippie thingie (that you probably brought home after you retired five years ago) in the top desk drawer!
6. Go through the box and sort the receipts, making neat piles on top of the marimba in the living room (a musical instrument transformed into a large, padded, horizontal table for now), and be grateful that former cats who liked to sleep up there are no longer. Likewise, there is also no dog (whom you loved but who one year barfed on the box).
7. Remember that all you have to do is add up receipts (on the phone! check the results at least twice) and change numbers in little boxes on the sample form the Super Tax Lady sends every year. She will deal with them. She will ask polite questions. Remember not to sound defensive. (You two have had a relationship longer than… well, a long time… and you really like each other.) “I don’t know,” or “I will go home and check that,” are perfectly legitimate answers.
8. Remember that your late husband was so freaked out by the process that he literally used to sweat sitting in front of the desk of a long-ago Tax Lady. You are a Grown-Up, and you have been doing this for a quarter century on your own.
9. Remember what the long-ago Tax Lady used to tell you:
a. You are not going to jail if you do your best to tell them what you’ve earned. And save your receipts!
b. The chances of an IRS audit are remotely on the order of flying yourself to the moon—or, in my case, doing my own taxes.
10. Before you leave for your tax appointment, leave the box with its sunken lid in the living room so the cat can nap on it. He had a rough year, too.
11. EGBOK, your mother used to say. Everything’s gonna be OK.
12. She was not wrong.
•••
Thanks to our Super Tax Ladies Sheila McGovern and Mary Walters of MPW CPAs in Elk Grove, California, for your always-excellent work on our behalf.












