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  • ELIZABETH EDWARDS

It's That (Tax)Time Again! 5 Reasons to Hire a Daily Money Manager



Hiring a Daily Money Manager (DMM) to help you organize your taxes can be a smart move for several reasons. A DMM is a professional who assists individuals with their personal financial tasks on a daily basis. Here are some advantages of hiring a DMM to help you with tax organization:

  1. Expertise in Financial Matters: Daily Money Managers are often experienced and knowledgeable in financial matters and can provide assistance on how to organize your financial documents so that your Tax Accountant or CPA can work more efficiently in your specific tax preparation process.

  2. Time Savings: Tax document organization can be a time-consuming task, especially if you have a complex financial situation. Hiring a DMM allows you to delegate this responsibility, freeing up your time to focus on other priorities in your personal or professional life.

  3. Organization and Record-Keeping: A DMM can help you establish and maintain an organized system for your financial records. This includes keeping track of receipts, invoices, and other important documents needed for tax purposes. An organized system makes it easier to retrieve information when needed and ensures that nothing is overlooked during the tax preparation process.

  4. Stress Reduction: Dealing with taxes can be stressful, especially if you are unsure about the rules and regulations. Having a DMM by your side can provide peace of mind, knowing that a professional is handling the details and ensuring that your tax information is in order.

  5. Continuity and Consistency: A DMM can provide continuity in managing your financial affairs. They can help you maintain consistency in your record-keeping practices and ensure that your financial documents are up to date throughout the year, not just during tax season.

Hiring an AADMM DMM to assist with organizing your taxes is a smart move because it brings expertise, time savings, organization, and personalized assistance to your financial management. It can contribute to a smoother tax preparation process and help you make more informed decisions about your financial future.


Black Swan Money Management caters to Solo Agers and Seniors who may need just a little help. Contact us today for a FREE 60 minute consultation!



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