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Tax Documents Checklist
Updated for 2023 Returns

Use our handy checklist to make sure you have gathered the necessary documents prior to your appointment. 

2023 Tax Changes

This document summarizes the changes in the tax law that will most likely affect the average taxpayer's 2023 return. 

New Client Information Sheet

New to Down South?  Please include this Client Interview sheet when you drop off your tax documents. 

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