Make Sure You Have Everything – Free Tax Preparation Checklist

Use this free downloadable PDF Tax Preparation Checklist to make sure you have everything you need so we can minimize the tax you pay and maximize your refund.


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For Individuals

Here’s what you need if you’re filing your taxes as an individual

For Business Owners

Here’s what you need if you’re fixing as a business owner

Schedule C – Self-Employed

Income, cost of goods, salaries and wages, expenses, office in home

Schedule E – Rental Propery

Income, depreciation, expenses