TAX PREPARATION CHECKLIST

The documents required for us to file your tax return are subjective, vary from year to year, and are dependent on your specific situation. For example, existing clients of Camfinancials Solutions do not need to provide their name, social security number, date of birth, or other personal information.

Many of the below documentation may or may not apply to your circumstances.

Click on the download button to view, download, or print the checklist.