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PRICE TAX AND ACCOUNTING, INC. NAME: ___DATE: ___2020 TAX RETURN CHECKLIST PLEASE REVIEW THIS ENTIRE CHECKLIST AND RETURN IT WITH ALL ITEMS THAT APPLY TO YOU. Contact Information: Please inform us
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Tax planning needs involve analyzing a taxpayer's financial situation to minimize their tax liability.
Any individual or entity with taxable income is required to file tax planning needs.
Tax planning needs can be filled out by gathering all financial documents and reporting income, deductions, and credits accurately.
The purpose of tax planning needs is to legally reduce the amount of taxes owed by optimizing financial decisions.
Tax planning needs require reporting income, deductions, credits, and any other relevant financial information.
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