Tax Deduction Checklists

Tax Preparation Checklist for Individuals

As Certified Public Accountants we are ethically bound to help you pay the lowest tax you are legally required to pay. This list will help us do our job. It is a concise, though not exhaustive, outline of some of the documents we will need when we meet with you.

Be sure to consult a

tax professional if you think any of the matters discussed in our world wide web page concern you or your business: this is not intended to be the complete story. Also, be sure your tax advisor is one of your area's many qualified Certified Public Accountants or Enrolled Agents. Last year only 3% of the tax preparer penalties assessed by the Internal Revenue Service was given to C.P.A.'s or E.A.'s, the balance, 97%, was assessed on so-called independent "tax preparers." Be smart, entrust this very important job to a qualified professional.

 

 


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