Tax Preparations
Needed documents and information for porcessing Tax return
A meeting checklist ensures organization, preparation, time management, accountability, and follow-up actions for efficient and effective meetings.
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Required Documents
- Copies of Drivers License or State IDs
- Social Security Cards
- Proof of Residence for dependents claiming EIC
- IRA contributions
- Energy credits
Other Tax Documents
- Copies of Drivers License or State IDs
- Social Security Cards
- Proof of Residence for dependents claiming EIC
- IRA contributions
- Energy credits
