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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 - 2024 Questionnaire
2 - Current Client Info sheet
3 - Income and Deductions
4 - Business Wrkst (Sch C)
5 - Rental Income Wrkst
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