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Tax Preparation Checklist

Before you begin to prepare your income tax return, go through our Tax Preparation Checklist. Not every category will apply to you, so just pick those that do, and have …

tax planning checklist

Year-End Tax Planning Checklist

Year-end deadlines are approaching for many tax strategies and for making contributions to tax-advantaged accounts, such as IRAs and 401k retirement accounts. Meet with us to discuss the following: Having …