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Update Coming Soon!

These checklists are being updated

Tax Center

Tax Organizer

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

Appointment Checklist

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 will help organize your property income and expenses.

Self Employed Checklist

Rental Property Checklist

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

Transportation Checklist

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

ITIN Renewal

Documents Required to file ITIN Application

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