
Know exactly what documents, forms, and receipts you need before you start—no more last-minute scrambling or wasted hours searching for paperwork.

Our checklist ensures you don’t miss valuable credits, deductions, or tax breaks that could put more money back in your pocket.

Having everything organized upfront helps you (or your tax preparer) file correctly the first time—avoiding errors, delays, or costly IRS penalties.

Meet THE AUTHOR
I have 20+ years of experience in many facets of accounting and finance, to include 10 years of banking, mortgage, and lending.
As a degreed accountant, I've had opportunities to visit many financial challenges and my true love is being your trusted ally, while giving you peace of mind and the skinny on how to help you save and grow the company of your dreams.
I enjoy traveling , reading, clean comedic stand ups, and the arts.
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