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					Tax Appointment Checklist

Organizer if provided (Prior clients only)
Prior year tax return
Receipt for prior year return
W-2's
1099's
Social security numbers
Broker statements
Mortgage statements
Real estate tax statements
New /Refinance home closing statement
Sold home closing statement
Auto registration
Charitable receipts
Estimated tax payments
Business or Rental receipts
Mileage information
Daycare EIN & Phone number
Medical expense records
Tuition payment records
Student Loan statement
Most Recent Paytub for all jobs

				
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