Individual Tax Checklist
W-2s, 1099s, deductions, credits, and the most common items people miss.
Coming soon: downloadable PDF.
Resources
Make tax season easier.
Quick guides and checklists to keep you organized and ahead of deadlines.
Business Owner Checklist
Income docs, payroll, expenses, mileage, asset purchases, and bookkeeping basics.
Coming soon: downloadable PDF.
FAQ
Answers to the questions we get asked every single week.
- Do you offer free consultations? Yes.
- Do you do flat fees? We provide customized quotes based on scope.
- Can you help year-round? Yes—planning and support are available beyond filing season.
Want these as real PDFs?
Say the word and I’ll generate branded checklists you can upload here and use forever.
Request a checklist