Download Your

Tax Prep Checklist


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.

What Should You Include

  • Social Security Number
  • W-2 Forms from All Employers
  • Investment Income Informations
  • Additional Income Information
  • And more!

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