Before You File Document Checklist

Before You File: Tax Season Prep Kit

Get your documents together, baby. 😌

Tax season comes with enough questions. “Where did I put that paperwork?” doesn’t need to be one of them.

This FREE four-page prep kit helps you get organized before filing—with simple checklists, space for notes, and questions to bring to your tax preparer.

Inside, you’ll find:

• A tax document checklist
• A worksheet for life changes worth mentioning
• A side-hustle record tracker
• Questions to ask before you authorize filing

Whether you have a W-2, a little hustle, or a few changes to explain, start here.

Download your free kit and let’s get you prepared.

Leslie Christina | Virtual tax preparation through Secure File Taxes

Digital PDF download. General preparation information; individual tax treatment and eligibility vary.