Prepare Now for Next Year’s Tax Bill

Prepare Now for Next Year’s Tax Bill Reviewing your taxes should be an on-going habit to manage next year’s income tax liability and to discover any surprises. Looking over your taxes and finances in Summer generally still leaves you time to adjust and implement...

Income Tax Prep Checklist

Income Tax Prep Checklist View checklist image Income Tax Prep Checklist Documentation to prepare personal income tax returns PROOF OF INCOME WAGES EARNED (W-2 DOCUMENTS) INDEPENDENT CONTRACTOR WAGES EARNED INVESTMENTS (INCLUDING DIVIDENDS) CREDIT UNION & BANK...