Preparing for tax season can be overwhelming, but we’re here to make it easier for you. Our comprehensive Tax Prep Checklist is designed to help you gather all the necessary documents and information needed to file your taxes accurately and efficiently.

By downloading this checklist, you’ll be able to:

• Ensure you have all relevant income documentation, including W-2s, 1099s, and investment statements.

• Organize your deductions and credits, such as receipts for charitable donations, medical expenses, and education costs.

• Prepare essential personal information, including Social Security numbers and bank account details for direct deposit.

Click the link below to download your Tax Prep Checklist and get started on a smooth and stress-free tax filing process: