Work with Accountant for the following:

Mar 18, 2024

File annual tax return.
- If taxes are normally filed as “Married Filing Jointly”, it may be possible to file jointly for up to two years following the passing of one’s spouse.
File a tax return for the Estate, if necessary

Passwords / Passcodes to online accounts

You’ve Completed Months to Years Following Loss

You’ve Completed Weeks to Months Following Loss

You’ve Completed Weeks Following Loss

Volunteer- Find a way to give back