Free Resources
Free Checklists & Planning Guides
CPA-prepared tax preparation checklists for individuals and business owners. Enter your email, and we’ll send them straight to your inbox for free, no strings attached.
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Choose Your Tax Preparation Checklist
For: Individual & Family
Personal Tax Preparation Checklist
Everything you need to gather before your personal tax return appointment. Stop hunting through emails and folders at the last minute.
What's Included:
- Income documents: W-2s, 1099s, Social Security statements
- Deduction records: mortgage interest, charitable donations, medical expenses
- Investment statements: brokerage 1099-B, 1099-DIV
- Retirement account contributions and distributions
- Prior-year return and any IRS correspondence
- Life changes: marriage, divorce, new dependents, home purchase
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For: Business Owners
Small Business Tax Preparation Checklist
The complete document checklist for business tax prep, from entity returns to owner compensation. Arrive prepared and save time.
What's Included:
- Profit & loss statement and balance sheet for the year
- Business bank and credit card statements
- Payroll records, W-2s issued, and 941 filings
- 1099s issued to contractors
- Vehicle mileage logs and asset purchase receipts
- Prior-year business return and any IRS letters
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For: Individuals & Business Owners
Year-End Tax Planning Checklist
The moves to make before December 31. A proactive year-end review can meaningfully reduce what you owe, but only if you act before the deadline.
What's Included:
- Review year-to-date income and project tax liability
- Maximize retirement contributions (IRA, 401k, SEP-IRA)
- Harvest capital losses to offset gains
- Review withholding and estimated payments
- Make charitable contributions before Dec 31
- Accelerate deductible business expenses if beneficial
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Why Free?
We believe informed clients make better decisions. If a checklist helps you get organized, have a more productive conversation with your CPA, or just feel less stressed at tax time, that’s worth sharing freely. There’s no pitch at the end of the email. Just the checklist.
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