Investor Minute

What Documents Do I Need To Collect For Filing My Tax Return?

Tax season is right around the corner, and I know how tricky it can be to manage such a daunting task on top of your other responsibilities. To help speed things along, my team and I have put together this checklist (click here) to help you organize the documents you need to file your return. Feel free to use it as needed or provide it to your accountant so we can all work together to make sure this tax season goes off smoothly.

After reviewing the checklist, let’s book a call or meeting to work through any questions you may have. Don’t hesitate to contact us and schedule a time to discuss this further by clicking here.