Free checklists for tax time and beyond
Tick-off lists we use with our own clients, for the jobs owners put off. Tick boxes as you go or print them. Nothing you tick leaves your browser.
Checklists
Pick a list.
Each one comes from the questions we ask new clients.
Tax return document checklist
Every income form, business record and deduction to gather before tax time.
Open the checklistYear-end bookkeeping checklist
Reconcile, clean up customers and vendors, count inventory and close the year.
Open the checklistNew business setup checklist
Structure, formation, EIN, bank account, state taxes and books, in order.
Open the checklistCatch-up bookkeeping checklist
Statements, logins and papers to gather before rebuilding missing months.
Open the checklistHiring your first employee, the checklist
Registrations, forms, new hire reporting and filing dates before your first hire.
Open the checklist
Get started
Tell us what's messy. We'll tell you what it takes.
Tell us what you need and get a fixed price before any work starts. No pressure and no contract.