Update Coming Soon!

These checklists are being updated for 2020.

Tax Center

Tax Organizer

Rental Property Checklist

Appointment Checklist

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The Tax Organizer has more detail than the appointment checklist. So it may help insure you do not miss important deductions.

Appointment Checklist

Rental Property Checklist

Appointment Checklist

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The Appointment Checklist will provide a quick summary of all forms you must bring in order to complete your tax return.

Rental Property Checklist

Rental Property Checklist

Rental Property Checklist

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Rental Property Checklist will help organize your property income and expenses.

Self Employed Checklist

Transportation Checklist

Rental Property Checklist

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Self Employed Checklist will help get your business expenses in order.

Transportation Checklist

Transportation Checklist

Transportation Checklist

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This checklist is for someone who receives self employed income from transportation will help get your business expenses in order. 

ITIN Renewal

Transportation Checklist

Transportation Checklist

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Documents Required to file ITIN Application