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Last-Minute Tips for Getting Your Financial Information to Your CPA

calendar with "taxes due" on the 15th of the month

With the tax deadline fast approaching, many individuals find themselves scrambling to gather their financial information for their CPAs. If you’re in this boat, don’t panic! Here are some actionable tips to help you efficiently organize your documents and make the process as smooth as possible: 1. Gather All Essential Documents Start by collecting all…

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