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Here’s a checklist I send to each client as we prepare to complete their taxes. You can use this checklist and the items that pertain to your situation to make sure you’re fully prepared and know what documents and information to gather.
Adam did my taxes for the first time this year, and I was impressed with the experience. It was very professional and secure, and Adam was always helpful and patient with my questions. He’ll also be guiding me through the Foreign Earned Income Exclusion this year — I feel confident in his hands. Would highly recommend his tax preparation services!