Tax Preparation Checklist

Have you ever been confused about what tax documents to get from your tax clients in order to properly prepare their tax return?

Well, that's a thing of the PAST with this FREE checklist!

Never again forget what you should be asking your tax clients for.

PLUS! This checklist is 100% customizable in Canva (link provided) so you have the ability to add your brand colors, logo, etc., and present it to your client as part of your onboarding process!