Tax Prep Checklist

Tax Prep Checklist

Navigating your tax forms, updating your agent’s contact information, isn’t rocket science but it can be overwhelming!

Being well prepared is the difference between peace of mind or utter chaos!  We’ve put together a checklist that will guide you through how to make certain your Roster is up to date, ensure your deductions are set correctly, and preview your T4’s and 1099’s, all you need to wrap up your year end reporting quickly and efficiently!
Here's a quick overview video


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