This year, we recommend everyone use a professional to prepare their tax returns-- even those who have always prepared & filed their own-- to help navigate the new Covid changes.
Below are helpful PDFs (fillable & printable) to assist you in gathering your documents & information for your 2020 tax preparation.
2020 was an unprecedented year in every way. Because of all of the complex changes, additions, and nuances stemming from Covid-19, we recommend EVERYONE use a tax professional to prepare and file all business and individual tax returns. However, if you still wish to prepare and file your own, click below to use the best online tax system recommended by CPAs.
This information is intended solely for general educational purposes. It is not intended for the purpose of providing specific investment advice to any particular recipient. Further, it is important to understand that only an Enrolled Agent, CPA or Attorney is able to provide tax advice. Although the financial planning process may provide a useful starting point for tax considerations, a professional licensed to represent clients in front of the IRS should be consulted prior to implementing any of the suggestions provided by your financial advisor.
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