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Tax Prep Checklist

This checklist will ensure you have the information and forms you’ll need before getting started on your taxes. Reach out to our team of licensed tax professionals for more assistance.

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Tax Prep Checklist

Tax Prep Checklist – Everything You Need
To Gather Before Doing Your Taxes

  • Personal information for yourself and all dependents
  • Sources of income and applicable IRS forms
  • Potential deductions and credits and corresponding documentation
  • Estimated payment records
  • Bank information
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