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Tax Planning Checklist - 2023

Writer's picture: Certa Financial PlanningCerta Financial Planning
Feb 6, 20241 min read

Tax Season is here and we know it can be overwhelming. To help you better prepare, we have created a Tax Planning Checklist to assist you in gathering your tax documents. Please feel free to download and share with others. 








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Certa Financial Planning
1501 Venera Ave., Suite 210, Coral Gables, FL 33146 | 305-809-7642

Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and Certa Financial Planning are not affiliated.

 

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 Address: 1501 Venera Ave., Suite 210, Coral Gables, FL 33146

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