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MILLER & COMPANY CPAs, PLLC INCOME TAX CHECKLIST2023 (Please complete and bring to your appointment) GENERAL INFO: (New Clients Only) ___ Taxpayers Birth Date ___/___/___ ___ Spouses Birth Date ___/___/___
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Gather all necessary financial documents such as income statements, balance sheets, and expense records.
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Provide the representative with all relevant financial documents for review.
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Miller Company CPAs PLLC is a professional accounting firm that provides a variety of financial services including tax preparation, auditing, consulting, and accounting for individuals and businesses.
Individuals and businesses that engage the services of Miller Company CPAs PLLC for tax preparation or other financial services may be required to file their financial documentation with the firm.
To fill out forms related to Miller Company CPAs PLLC, individuals typically need to gather their financial documents, follow the specific instructions provided by the firm, and ensure all required information is accurately reported.
The purpose of Miller Company CPAs PLLC is to assist clients in managing their financial affairs by providing expert accounting, tax, and consulting services to ensure compliance and optimize financial performance.
Clients must report various financial information including income, deductions, credits, and any relevant financial transactions to Miller Company CPAs PLLC as part of their filing process.
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