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> describe the process for a tax document review
describe the process for a tax document review
Initial Review
Gather all tax documents
Organize documents by type (income, deductions, credits, etc.)
Confirm all necessary documents are present
Review tax return from previous year
Income Review
Verify accuracy of W-2 forms
Review 1099 forms for interest, dividends, and other income
Confirm any income from rental properties or investments
Deductions Review
Check for any deductions for mortgage interest
Review property tax deductions
Verify any charitable contributions
Credits Review
Confirm eligibility for any tax credits
Review education credits and deductions
Check for any energy efficiency credits
Final Review
Double-check all calculations
Confirm all necessary forms are completed
Sign and file tax return
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