Make Tax Prep Easy For Your Clients
For clients, gathering all the right documents can feel like a never-ending scavenger hunt. But with your help, the process can be a lot smoother.
We've put together the “What Documents Do I Need To Collect For Filing My Tax Return?” checklist to make tax prep a breeze. It covers:
- The key income documents your clients need to gather.
- What to collect for deductions and credits (no missed opportunities!).
- Other easy-to-overlook details to keep the process smooth.