Before Filing Your Taxes Download the FREE Tax Preparation Checklist and Maximize Your Tax Refund!

Save time and don't leave any money on the table with our Tax Preparation Checklist. You will be surprised how gathering your information beforehand and being organized will make this tax season so much less stressful and uncover deductions and credits typcially overlooked. Just fill out the form and tell me where to send your checklist.

Before Filing Your Taxes Download the FREE Tax Preparation Checklist and Maximize Your Tax Refund!

Save time and don't leave any money on the table with our Tax Preparation Checklist. You will be surprised how gathering your information beforehand and being organized will make this tax season so much less stressful and uncover deductions and credits typcially overlooked. Just fill out the form and tell me where to send your checklist.

Here's what you can expect:

Before you prepare your income tax return, go through the tax preparation checklist. Not every category will apply to you, so identify and focus on those that do. Make sure you have that information available. Whether you're filing your own tax return, or working with a tax professional, you'll be surprised at how much time will be saved by organizing your information in advance. Here's what's covered in the checklist:

  • Your Personal Information: This section covers who is filing and who is covered by your tax return.

  • Your Income: This section helps you identify the various sources of income to include in your return.

  • Adjustments To Income: This section helps you identify areas that could reduce your tax bill.

  • Itemized tax deductions and credits: This section helps you identify the deductions and credits you may qualify for to help lower the tax burden, which means more money in your pocket.

  • Taxes You've Already Paid: This section helps you avoid overpaying taxes.

  • Other Information: This sections covers important other information like your direct deposit accounts.

This tax season feel take the confusion out of filing your taxes and feel confident that you are filing your taxes correctly and getting your maximum refund, if one is due to you.

Here's what you can expect:

Before you prepare your income tax return, go through the tax preparation checklist. Not every category will apply to you, so identify and focus on those that do. Make sure you have that information available. Whether you're filing your own tax return, or working with a tax professional, you'll be surprised at how much time will be saved by organizing your information in advance. Here's what's covered in the checklist:

  • Your Personal Information: This section covers who is filing and who is covered by your tax return.

  • Your Income: This section helps you identify the various sources of income to include in your return.

  • Adjustments To Income: This section helps you identify areas that could reduce your tax bill.

  • Itemized tax deductions and credits: This section helps you identify the deductions and credits you may qualify for to help lower the tax burden, which means more money in your pocket.

  • Taxes You've Already Paid: This section helps you avoid overpaying taxes.

  • Other Information: This sections covers important other information like your direct deposit accounts.

This tax season feel take the confusion out of filing your taxes and feel confident that you are filing your taxes correctly and getting your maximum refund, if one is due to you.