Crowe BGK Makes Tax Time Easier

At Crowe BGK, we’re preparing for the upcoming tax season and are committed to making the process as efficient and straightforward as possible for you. To help you stay organized, we’re pleased to share our updated Personal Tax Checklist—a practical tool designed to simplify the preparation of your 2025 income tax return.

This checklist outlines the key information and supporting documents required to complete your return accurately and on time. It can also be used for any family members whose returns we prepare.

Why use the checklist?

Taking a few minutes to complete the checklist helps:

• Ensure no important slips or deductions are missed
• Reduce back-and-forth requests for information
• Prevent processing delays
• Make your overall tax experience smoother and more efficient

Getting started is easy:

1. Download the 2025 Personal Tax Checklist.
2. Complete the required sections.
3. Save a copy to your desktop and/or print the finalized version.
4. Submit the completed checklist along with your supporting tax documents by:
   • Uploading them to your secure Client Portal, or
   • Sending them directly to your Crowe BGK contact.

The earlier we receive your completed checklist and documents, the sooner we can begin preparing your return.

We look forward to supporting you throughout this tax season and helping make your 2025 tax filing as seamless and stress-free as possible.

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