Have You Checked Everything Off Your List This Tax Season?

tax preparation checklist

It's that time of year again, and you want to make sure that you're going into this tax season as prepared as possible. Whether you've worked with a tax professional in the past or you're completely new to this type of partnership—our tax preparation checklist will have you feeling confident and organized. Find out about 

  • which documents you should gather and where to submit them
  • which personal information you'll need 
  • any fees you can expect
  • whether or not you should file for an extension 

This can be a confusing and stressful time of year, but it doesn't have to be! Know what you need to do, get organized, and get ready to partner with a CPA this tax season.

Download our checklist and get started!