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Tax Checklist

Don't miss any important deductions! Help us uncover potential tax savings by filling out this form.

Please do the following steps to complete our Tax Checklist:

  1. Click on the "View Tax Checklist" button below to bring up the .pdf file in a new window.

  2. Print the form by clicking on the printer icon at the top of the screen.

  3. Review all the information, and bring in/fax/email all supporting/tax documents.
View Tax Checklist  

To view another form click the button below:

Individual Paperwork  New Business Client Checklist  Tax Return Release Form  Rental Property Worksheet  Schedule C Worksheet

Please contact us if you have questions.