Download and print this checklist as a PDF ... This will make your tax preparation much easier, and helps you clearly see where your money goes each year. Having this information in a report ...

Putting together a tax preparer checklist for clients can also help you verify that you have everything you need before it’s time to file. Ready to grow your client base? SmartAdvisor connects ...

To help you get a leg up on tax prep, whether you're tapping a tax professional to prepare your return or doing it yourself, here's all the information and documents you'll need to gather.