Tax Planning Checklists
Comprehensive, actionable checklists to keep your tax planning organized and ensure you don't miss critical steps.
Interactive Checklists
Check off items as you complete them, track your progress, and download PDFs for your records. These checklists are designed to help individuals, businesses, and tax professionals stay organized throughout the year.
Year-End Tax Planning Checklist
Essential actions to take before December 31 to minimize your tax liability
Income Management
Deductions & Credits
Business Actions
Documentation
Business Startup Tax Checklist
Critical tax steps when launching a new business
Rental Property Owner Checklist
Tax compliance and optimization for real estate investors
Self-Employment Tax Compliance Checklist
Stay compliant as a freelancer or independent contractor
New Hire Tax Onboarding Checklist
Essential tax steps when bringing on employees
IRS Audit Preparation Checklist
How to prepare if selected for an IRS audit or examination
Need Help with Complex Tax Planning?
While these checklists are great for staying organized, complex tax situations benefit from professional guidance. We specialize in advanced tax planning, multi-state taxation, and strategies coordinated with wealth and lending decisions.