During tax season when we engage with a new tax client, we provide them with a Tax Prep Checklist. It's in pdf format so it's easy for the client to download and share if they choose to.  We offer two tax preparation checklists, one for business owners and another for individual taxpayers.

Our checklist is providing reminders to start gathering documents to prep for tax time and even provides a few examples of the documents you may need. It also provides the client with a list of common tax deductions and credits. Lastly there is a "notable mention" section for individuals who may have special tax circumstances.

Most people dread getting their taxes done and most likely will forget to submit one or two documents when trying to get their tax returns filed quickly or at the last minute. So, the tool is designed to help the client gather their necessary documents and serve as a reminder of some tax deductions and credits they may be eligible to take. 

Our tax prep checklist handout is a great add-on to our tax questionnaire, which asks more in-depth questions to ensure the most tax advantageous outcome. We usually provide the tax prep checklist in an email to potential clients as we get closer to tax season.