Tax Prep Checklist

Tax Prep Checklist(Required)

It’s not just a ‘tax time thing.’ Use Kathie York’s handy checklist to help you wrangle your paperwork all year and have it ready for your preparer.

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— Short video reviewing the 7 Steps to Non-Overwhelm (+ a welcome from me)

— Copy of the mini e-book 5 Tips for Reaching Goals

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