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The following items all affect your tax returns and should be considered in your tax planning / projection meeting:
| Change in marital status |
| Change in family size |
| Change in business status: start-up or closing |
| Change in real estate holdings: purchase, sale or refinance (we will need HUD-1 statements) |
| Increase or decrease in income (provide pay stub or other documentation, if not salaried) |
| Investment income or loss (support documentation, if the difference is more than $1,000 from previous year) |
| Change in deductions (any material change in mortgage deductions or charitable contributions) |
| Copies of your last two year's returns, if S&K did not prepare them for you |
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