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Checklists, Organizers, and Guides

We hope the checklists, organizers, and guides below are helpful. If you have any questions or need assistance, please don’t hesitate to reach out.
Use this to ensure we don’t miss anything. It may help you think of a potential tax deduction! (Fillable PDF. Required for tax preparation)
Use this to assist in compiling your tax information.
How to Make Payments Using IRS Direct Pay.
Record income and expenses for your small business.
Record income and expenses for your rental property.
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