Checklist for 2023 Individual Taxes

Exciting Update for This Year! Our team has a new organizer for individual taxes. You will receive an invitation to fill out your organizer and upload the necessary documents.
Upload your 2023 tax documents
List of Common Tax Documents

Complete your organizer and upload your tax documents. Please send us a message that you are ready to check in to info@taxtrailer.com.
Sign your Engagement Letter.

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Last updated on January 16, 2024