Tax Prep Readiness Checklist

What This Is

A short, practical checklist that helps you gather the information and documentation most CPAs expect before they begin tax preparation.

It is designed to reduce avoidable back-and-forth, last-minute surprises, and delays caused by missing records.

What It Covers

• Bank + credit card statements and reconciliation signals
• Income support (including platform payouts when relevant)
• Expense documentation expectations
• Payroll and contractor items (when applicable)
• Sales tax and other “usually forgotten” items
• Access and handoff basics (what your CPA will ask for)

When It’s Useful

• You’re preparing for tax filing and want to avoid chaos
• You’re working with a CPA or accountant for the first time
• Your bookkeeping is “mostly fine,” but you’re not confident it’s review-ready
• You want a clean, repeatable checklist you can use every year

What It Is Not

This checklist is not accounting or tax advice, and it does not replace a CPA. It is an organizational reference designed to help you prepare records for professional review.

Delivery

PDF download available immediately after signup.

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For businesses that require hands-on support, services may be available.