Tax Prep Checklist
Tax Returns for the last 2 years
Completed Tax Organizer
Tax documents (W2, 1099, 1098, K-1, etc.)
Driver’s License and SSN card
If you bought/sold real estate, the Closing Statement.
If you sold any shares of stocks/mutual funds, then the cost and date you bought them.
Auto expenses, business miles, commute & total miles.
All documents for formation, sale or purchase of a business.
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