📂Approach Your Tax Return With Confidence
What do you do with all the tax documents you receive in the mail? How about your email? Do you need all those documents? Today is the day for answers.
In this month’s bonus guide, I’m sharing a checklist for the documents you need to collect for filing your 2023 tax return! The checklist shows documents and key considerations for your income, deductions, credits, and more. If you use TurboTax this document can be the perfect companion to make sure nothing is missed and if you work with an accountant use this list to maximize your time with them on tax strategy instead of tax data gathering. Enjoy!
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