Week 49 Day 5 Action Items

Day 5

• [ ] Organize tax-related documents for easy access.
• [ ] Consider tax-saving strategies or deductions for the current year.

Reflection Questions: How do you organize your records for tax season? Are you able to easily find all necessary items? What areas of improvement can you begin to implement for the upcoming year?

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Tax Preparation

What documents do you need to provide to your tax professional? Make a task list and begin gathering the necessary documentation.

• [ ] Document 1
• [ ] Document 2
• [ ] Document 3
• [ ] Document 4
• [ ] Document 5