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Page 1Estate Planning Worksheet CURRENT CLIENTS PLEASE RETURN THE COMPLETED WORKSHEET TO OUR OFFICE 48 HOURS PRIOR TO YOUR APPOINTMENT VIA HAND DELIVER, EMAIL, MAIL OR FAX. ALL INFORMATION PROVIDED
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Gather all your financial documents such as W-2 forms, 1099 forms, receipts, and other relevant documents.
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Calculate your income for the tax year by adding up all your sources of income.
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Determine your deductions and credits. This includes expenses such as mortgage interest, student loan interest, and charitable donations.
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Fill out the appropriate tax forms, such as Form 1040 or Form 1040EZ.
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Double-check your calculations and review your tax return for accuracy.
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File your tax return electronically or by mail before the deadline.
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Monitor your tax refund status if applicable.

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Managing your tax season involves organizing and preparing your financial documents and forms to accurately file your taxes.
Any individual or business entity that earns income must file managing your tax season.
To fill out managing your tax season, you will need to gather all relevant financial documents, such as W-2s, 1099s, receipts, and other income statements. You can then either manually complete the forms or use tax software to help you file.
The purpose of managing your tax season is to accurately report your income, deductions, and credits to determine how much tax you owe or how much refund you are eligible for.
On managing your tax season, you must report your income, deductions, credits, and any other relevant financial information as required by the IRS.
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