The Tax Genie genie

Tax Preparation Checklist for Individuals

As Tax Accountants we are ethically bound to help you pay the lowest tax you are legally required to pay. This list will help us do our job. It is a concise, though not exhaustive, outline of some of the documents we will need when we meet with you.

Be sure to consult a

if you think any of the matters discussed in our world wide web page concerns you or your business: this is not intended to be the complete story. Also, be sure your tax advisor is one of your area's many qualified Tax Accountants. Be smart, entrust this very important job to a qualified professional.

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(310) 372-0240
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