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Tax Planning Checklist

Tax Planning Checklist 2021

Tax time can be challenging for all of us - and difficult to remember everything you'll need! 2020 also brought about a ton of changes that impact taxes.

That's why we've put together a quick checklist so that you can easily prepare.


What you'll get:

  • 4 different types of personal information you'll need to include so the IRS knows who is filing and where to deposit a refund,
  • 14 types of income you may have earned and will need to record,
  • 16 itemized deductions/income adjustments that may help reduce your taxable income, and;
  • 5 additional credits you may qualify for.



Get Organized - Enter Your Info for the Tax Planning Checklist

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