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Below are checklists to help you gather and provide information in preparing your income tax return.

 

Item 1 & 2 are to be filled out by all current clients

 

Item 3 is for income and deductions.

 

Item 4 & 5 are for business or rental properties.

1 - 2023 Questionnaire

2 - Current Client Info sheet

3 - Income and Deductions

4 - Business Wrkst (Sch C)

5 - Rental Income Wrkst

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