Tax Preparation Checklist
CEL Financial Services, Fillmore, CA
(Use the check-boxes below to check off each item as you gather your records)
To get ready for your appointment, please gather the following:
During your appointment we will go through all possible types of deductions, so you should be prepared to find records related to your expenditures. This checklist will help us in the process. Thankfully, we will be at your home or office so if there is something you’ve missed, we will be able to find it!
It's not necessary to collect or sort receipts, however you should know where they are in case of an audit.
When you are ready, contact CEL Financial Services to make your appointment.
