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Guide to a productive tax preparation meeting

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So you made the initial step of making a tax preparation appointment. Now what? If you need multiple years or one year of taxes prepared, what do you bring with you? What is the starting point?Guide to tax preparation

Below is a general guide of what to bring with you in order to have a productive tax preparation meeting. Because every tax return is different, this is just a starting point. There will more than likely be back and forth communication with your tax preparer after the initial meeting for more information or questions to finalize the tax return.

What to bring:

Other documents/information to bring:

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