Tax Resources

Tax Preparation Checklist

It’s important to complete tax planning before the year-end.   

Please review our Updated Tax Checklist below. Print it out and take 15 minutes to highlight items you need to discuss with your advisors.  We want to ensure that you avail yourself of opportunities and take all precautions going into 2022. 

We look forward to working with you and your tax professional to examine strategies which could benefit you.  

Download Printable PDF

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