Individual Tax Checklist
Documents commonly needed for federal and California individual tax preparation.
Learn more →Client Resource Center
Tax Resources & Client Checklists
Practical guides to help clients organize documents, understand common requirements and prepare efficiently.
Resources
Business Tax Checklist
Business income, expenses, payroll, assets, loans and ownership records.
Learn more →S Corporation Tax Checklist
Form 1120-S, payroll, shareholder, basis and balance-sheet records.
Learn more →ITIN & CAA Document Guide
General Form W-7 and qualifying documentation guidance.
Learn more →Before Your Tax Appointment
Prepare identification, returns, tax documents and questions before your meeting.
Learn more →IRS & California Notice Checklist
What to gather when you receive a notice from the Internal Revenue Service (IRS), California Franchise Tax Board (FTB), California Department of Tax and Fee Administration (CDTFA), or Employment Development Department (EDD).
Learn more →Business Startup Checklist
Federal, California and local setup considerations for new businesses.
Learn more →International Business Checklist
U.S. market-entry information for international entrepreneurs and foreign businesses.
Learn more →Tax Record Retention Guide
General tax and business record-retention considerations.
Learn more →Frequently Asked Questions
Answers to common tax, ITIN, business-registration and international-client questions.
Learn more →DBA / Fictitious Business Name Filing Checklist
Information commonly needed for county filing, publication and related business-registration requirements.
Learn more →Nonprofit & 501(c)(3) Startup Checklist
Formation, federal tax-exemption and California registration information commonly needed to get started.
Learn more →Nonprofit Annual Compliance Checklist
Federal and California recurring filing and recordkeeping considerations.
Learn more →Nonprofit Reinstatement Checklist
Records and status information to gather when an organization is suspended, revoked or delinquent.
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