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Michelle R. Pierson, EA (951) 234 4249 Tax Analysis, Preparation, and Planningea.mpierson@gmail.comORGANIZER & CHECKLIST Gather tax documents related to income: W2 W2G 1099R SSA1099 1099MISC 1099INT
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The organizer and checklist is a document used to gather and organize important information for tax purposes.
Individuals and businesses who need to report their financial information for tax purposes are required to file the organizer and checklist.
The organizer and checklist can be filled out by providing accurate and up-to-date financial information in the designated sections.
The purpose of the organizer and checklist is to aid in the preparation of tax returns by ensuring all relevant financial information is documented.
Information such as income, expenses, deductions, and any other financial transactions must be reported on the organizer and checklist.
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