Checklist for Gathering Tax Documents

Tax document checklist

Doing your taxes might not be enJOYable but being more organized can make the process less painful.

As you gather you documents, sit with your accountant and stare at the total taxes you have paid or owe for the year remember there is a difference between tax filing and tax planning.

Tax planning involves strategizing throughout the year to minimize your tax liability while tax filing is the process of submitting your completed tax return to the IRS.

If you want to see if you can lower your tax bill we are here to help.

We can review your documents and look for way to help you to keep more of your hard-earned money.

Feel free to schedule a 30 Minute Zoom Meeting so we can start to get to know your personal situation.

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