Financial Tools

Below you will find tools to assist you in your financial life! We are constantly updating so don’t fret, more will be added! If you have suggestions, head over to the contact us page and let me know! Thanks!


tax time checklist 2019

The Tax Time Checklist is simply a list of possible income, deductions and credits that you may qualify for and the appropriate documentation required for each. The checklist is designed to be a guide to assist you in preparing for tax time. Often, there are deductions and credits we qualify for but never know about it. The list is not designed to be all inclusive and I encourage you to speak with your tax preparer regarding your specific tax situation.

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