JAMES R. CLOYES CPA
  • About
    • Client Testimonials
  • Services
    • Amended + Multi-State Taxation
    • Bookkeeping
    • Corporate Tax Prep
    • Estate Tax Planning
    • Individual Tax Prep
    • IRS Audit & Appeals Representation
    • Un-filed Taxes
  • Resources
    • Tax Prep Checklist
    • Valuation Guide for Donations
    • Valuation Guide for Donations - PRINTABLE
    • Tax Glossary
    • Taxpayer Rights
    • IRS Forms
    • IRS Publications
    • Tax & Financial Calculators
    • Records Retention Guidelines
    • Where's My Refund?
  • New Clients

Tax Prep Checklist


This checklist will ensure you have the correct documents to expedite the completion of your return. We ask our clients to complete this checklist annually and attach it to the front of the tax documents you bring into the office.
2020_tax_prep_checklist_pdf.pdf
File Size: 669 kb
File Type: pdf
Download File

Contact Us

James R. Cloyes CPA
​4308 E. Main Street
Whitehall, OH 43213

Phone: 614-236-1628
​and 614-947-1700
​Fax: 614-947-1776
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© JAMES R CLOYES CPA. COPYRIGHT 2017-2021. ALL RIGHTS RESERVED.
  • About
    • Client Testimonials
  • Services
    • Amended + Multi-State Taxation
    • Bookkeeping
    • Corporate Tax Prep
    • Estate Tax Planning
    • Individual Tax Prep
    • IRS Audit & Appeals Representation
    • Un-filed Taxes
  • Resources
    • Tax Prep Checklist
    • Valuation Guide for Donations
    • Valuation Guide for Donations - PRINTABLE
    • Tax Glossary
    • Taxpayer Rights
    • IRS Forms
    • IRS Publications
    • Tax & Financial Calculators
    • Records Retention Guidelines
    • Where's My Refund?
  • New Clients