DOCUMENTS TO GATHER WHEN FILING TAX RETURNS

Tax season is right around the corner and we know how tricky it can be to manage such a task on top of your other responsibilities. To help you get organized, this checklist  provides categories of documents you may need to gather to file your return. Feel free to use it as needed or provide it to your accountant so we can work together to make sure this tax season goes smoothly for you.

After reviewing the checklist, please let us know any questions you may have or if you would like to meet to discuss this further.  Please share this resource  with others you feel may benefit from it.