Tax Organizers, Checklists & Worksheets

Oakham, MA CPA Firm  Tax Organizers, Checklists & Worksheets

The following checklists, organizers and worksheets are designed to help you organize your tax documents so that I can prepare a complete and accurate income tax return for you.  They are not mandatory, simply a guide to help you organize your tax information.  The Long Form Tax Organizer tab (listed above) is a more complex checklist.  Use whichever checklist, worksheet and organizers are suitable for your needs. 

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