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Tax Prep Documents Checklist
The documents required for tax preparation depend on your specific circumstances. To assist you in getting ready for your tax appointment or filing on your own, we’ve created a helpful checklist of the forms you'll need.
NOW OFFERING PAYROLL SERVICES
Through our partnership with ADP, we now provide:
• Payroll Processing
• Direct Deposit
• Payroll Tax Filings
• Quarterly Form 941 Reporting
• Annual Form 940 Reporting
• W‑2 & 1099 Preparation