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Marcus Sterling
Private Client
Tax Organizer
Walk through each category to make sure nothing is missed.
household
business
Overall completion
11 of 21 items
1
Personal Information
5 of 5 complete
2
Income
3 of 5 complete
W-2 wages
1099-INT
1099-DIV
K-1 partnerships
Provide info
Rental income
Provide info
3
Deductions
2 of 4 complete
4
Investments
1 of 3 complete
5
Business / Schedule C
0 of 4 complete