If you are bringing in boxes of receipts or complete bookkeeping records, these corporate and personal tax preparation lists will help you keep on track.
Corporation Tax Preparation Checklist
Gathering documents and records and handing them over to me to prepare your tax return takes the pressure off.
Personal Tax Preparation Checklist
Of the items on this list, some may apply to you and some may not. You may also have a partner to consider. I’ll review your paperwork and let you know what’s necessary.