Tax Season Prep Checklist

Stop scrambling at tax time. This free tax season prep checklist gives business owners a complete, step-by-step guide to organizing everything before meeting with their accountant. Covers business information verification, income documentation like 1099s and P&L statements, 15 categories of expense documentation, 10 commonly missed deductions to discuss with your CPA, quarterly estimated tax payment tracking, and a pre-filing final check. The more organized you are before your appointment, the less you pay in accounting fees and the more deductions you'll catch. Start working through this checklist at least 30 days before your filing deadline.