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Year End Tax Planning
Think ahead, lower your bill
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Retirement Plan Contribution Limits
2021
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What To Bring To An Appointment
Be prepared by using our helpful checklist
This list covers the most common items needed to prepare your individual tax return, but it is not 100% inclusive. If you are uncertain about an item of income or expense and whether it is reportable or deductible, please bring the records with you and we’ll sort it out.