Free Income Tax Preparation Checklist

Free Income Tax Preparation Checklist

Don't Let Income Taxes Become Taxing, Be Prepared!



Preparing for Tax Season

The countdown to April 15th has begun- which means that it is time to start preparing to file your income tax return. The process of gathering all of the necessary information can be confusing and tedious, so we have put together a Tax Preparation Checklist to help guide you through tax season. This checklist is designed to provide clarity and organization as you gather the necessary materials to prepare your taxes.

You can also bring this document to your tax appointment at Duncan Financial Group.

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Tax Prep Checklist Cover
Before you begin to prepare your income tax return, go through the Income Tax Preparation Checklist. The list includes items like:
  • Social Security Number
  • W-2 Forms from All Employers
  • Investment Income Information
  • Additional Income Information
  • Medical Savings (MSA) Contributions Documentation
  • Homebuyer Tax Credit Forms
Download the Tax Preparation Checklist

If you are interested in setting up an appointment to prepare your taxes, please contact one of our tax and accounting specialists!

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