Lesson 3: Get organized in 30 minutes
A short sprint that turns a pile of paper into a folder your preparer can use.
Lesson · Version 1 · 2 min read · Reviewed by Meridian Review Team · Sep 15, 2026
Set a timer
Thirty minutes is enough for a first pass.
Minute 0 to 10: gather
Find every W-2, 1099 and statement. Put them in one place.
Minute 10 to 20: check
For each item confirm the year, your name and that every page is there.
Minute 20 to 30: send
Scan and upload what you have through the secure portal. Do not wait for the rest.
Make a short list
Write down what is missing. Tell your preparer.
Next
Lesson 4 shows how to read your own document checklist.