Checklist of Items to Bring to Tax Meeting
The list below represents the most common items needed for your initial tax meeting, but the list in not all-inclusive. If you are concerned about a particular item or issue, please bring it with you to discuss during your tax meeting. Its better to know what your options are than to live in fear assuming what you perceive may be their consequences. REMEMBER: YOU DO NOT KNOW WHAT YOU DO NOT KNOW because only a Tax Pro (CPA, EA) knows what should be on your return.
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