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Tax Preparation Checklist PDF Form

Tax Preparation Checklist PDF Form

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[Music] hi i'm andy panko owner of tenon financial welcome to retirement planning demystified whether you do your tax returns yourself or have someone else do them for you it's always helpful to be as organized as possible in gathering together all of your relevant info materials before starting your return this video will walk through a checklist of the major categories of items to keep in mind when collecting your tax info for the year and in the notes to this video you'll find a link for a downloadable pdf of a comprehensive checklist even better you don't have to give up your email or phone number to be able to download it it's free to anyone all i ask in return is that if you do use the checklist please be sure to subscribe to this channel and like this video thank you all right before you actually start your tax return or meet with the paid preparer to do it for you it's real important to make sure you have all of your necessary info together here's a rundown of the types of inf

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