Tax checklist document with a list of items for tax preparation, including last year's tax return, W-2 forms, 1099 forms, rental and business income records, student loan interest, charitable donations, and mileage information. It also outlines required documentation for itemized deductions and provides updates on standard deductions and gift exclusions for 2024 and 2025. It includes contact information for Conrad & Associates.

2024 Tax Checklist

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Don’t worry, we’ve got you covered! Download our tax checklist to help make sure you’re prepared for your appointment.