Tax Planning Checklist 

What to bring to your annual Tax prep meeting Checklist.

  • Learn the Basics

    this checklist goes over the basics of what to bring and get together for taxes.

  • Simple and non-overwhelming!

    Just go through the checklist and make sure you have everything you need.

  • Save time and frustration!

    A great resource to download and save as a business tool, for ensuring you are ready for tax season.

Download the Checklist.

© Jeff Skolnick, CPA, M.S. Taxation