Tax season is right around the corner, and we know how tricky it can be to manage such a daunting task on top of all of your other responsibilities. To help speed things along, we put together a checklist to help you organize the documents you need to file your return.
The checklist covers key issues to consider, such as:
- Documents and information showing your sources of income.
- Potential tax deductions
- Potential tax credits.
- Other important nuances to consider when preparing to file your taxes.
Feel free to use it as needed, or provide it to your accountant.
After reviewing the checklist, let’s book a call to work through any questions you may have. Don’t hesitate to schedule a time to discuss this further.