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Tool for Success: Your Tax Forms Checklist

Grab this free checklist to help you organize your tax forms to prepare for your filing.

Tax season is officially in full swing as companies and employers were required to provide you with the appropriate forms to file your tax returns (i.e. 1099s, W-2s, etc).

As a fan of making checklists to stay organized, we created the Gather Your Tax Forms Checklist for you to stay on top of things this tax season and beyond.

The Bottom Line:

Not to be dramatic, but the IRS is not someone you want to mess with. They do have the power to garnish your wages and show up at your doorstep to audit you. So, take tax planning and filing seriously. Even if you have been doing it yourself all these years, it may be time to hire a certified tax professional to take a second look at what you’ve been doing on your actual tax forms. There may be some blind spots or opportunities for additional savings you may be unaware that a professional can help you identify.

The best tax professionals are CPAs and EAs with whom we frequently communicate throughout the year – not just during tax season – on behalf of our clients to make sure everyone is on the same page and up-to-date with tax planning as a major component of their financial plan.

I'm Helen

Having worked in finance for over a decade, I know what matters most to clients. Here, I share with you what you really need to do to stay on top of your money and retire rich.
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