CHECKLIST

Use these checklist to help you gather the tax documents needed to prepare your tax returns.

 

Taxpayer Client Checklist

New Business Clients

Returning Business Clients

If you qualify, provide Letter 6419 Advanced Child Tax Credit Payments and Letter 6475 Economic Impact Payment or the amounts.

CLIENT DATA COLLECTION

Tax Questionnaires

Auto Expense

COVID-19 Business Relief

Higher Education Expenses

 

Home Office

Do your best to answer the tax questions. If you are unsure, make notes. 

 

Submit Tax Documents

Review engagement letter provided via Portal. 

Submit your tax documents via portal.

Notify us via email when you've uploaded all of your tax documents to the portal. 

READY TO FILE

 

Submit your payment. 

Review your tax returns. 

Sign your tax returns. 

Ready to be filed.