The Tax Return Checklist

Every year, when tax return season approaches I send out a standard tax return reminder email along with a standard tax return checklist. This is a habit I picked up from working in practice for over 10 years. I very much doubt it ever gets read based on the emails and phone calls I get about tax returns. Its not very fancy which could be its downfall but in my mind, I’ve covered everything. Continue reading “The Tax Return Checklist”