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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 "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. Fill out all the information, and bring in/fax/email all supporting/tax documents.
View Tax Checklist  

To view another form click the button below:

View Individual Paperwork  View Tax Return Release Form  View Rental Property Worksheet  View Schedule C Worksheet

Please contact us if you have questions.