TAX Prep CHECKLIST
Free Download - Form 1040 Tax Organizer
A Guide to Everything You Need to File Your Taxes

Income tax time is just around the corner! Get a head start on your taxes to beat the rush. Whether you’re preparing your tax return yourself, or are working with an accountant, this Individual Tax Organizer Letter (Form 1040) will guide you through all the information you need to file your taxes. Get it for FREE today! If you need assistance or prefer to have a professional CPA prepare your taxes, schedule your appointment now to be sure your tax return is completed promptly.

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Tax Prep Checklist

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Tax season is the time of year dreaded by most. The gathering of documentation. Wondering if you’ll owe the State or IRS money. Wondering if you’ll get a refund. Did you do everything you could throughout the year to maximize your return?  Do you know what deductions you’re eligible for, or that you may be missing out on? We don’t blame you for feeling overwhelmed! Tax laws are complicated and especially with the new tax laws, it’s hard to know what to look out for. Not to mention, if you’re feeling frustrated with your current accountant, it can make this time of year even worse, leaving you feeling less than confident in your financial situation.

Are you sick of...

  • Wondering whether you’re submitting an accurate tax return?
  • Missing out on deductions?
  • Paying the IRS more than you should be?
  • Poor communication and support by your current accountant?
  • Juggling both your corporate and individual return?
  • Owing the IRS more than you need to as a result of your high-income salary?
  • Not knowing how to leverage tax laws to benefit your small business?
  • Missing out on tax breaks for your rental property?

This doesn’t have to be the case!

Armed with valuable insight and information, you can be confident in your decision to choose a professional tax accountant that can not only complete and file your return for you, but that willgive you the personalized attention and hands-on analysis that you need in order to optimize your tax return for 2019!

Schedule A One-on-One Tax Prep Meeting Today!