Crowe BGK Makes Tax Time Easier

Aaron Patrick Belcher, Sam Lackman
2/19/2025

At Crowe BGK, we’re committed to making tax time easier for you. That’s why we’re pleased to share a handy tool designed to streamline the process—our Personal Tax Checklist.

This checklist will help you gather all the necessary information for your 2024 income tax return. It can also be used for any family members whose returns we prepare.

Getting started is easy:

  • Download the Personal Tax Checklist by clicking here.
  • Fill out the required information. 
  • Save a version to your desktop and/or print the completed checklist.
  • Submit the completed checklist along with your tax documents—either by uploading them to your Client Portal or forwarding them to your Crowe BGK contact.

It’s that simple! Let us help make tax season stress-free.

See also:

Guide for Scanning Personal Income Tax Documents  >

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