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Checklists
Step-by-step checklists for clients and tax pros that people love to save and share.
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Checklists
Tax Business Startup
Starting Your Own Tax Business
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Every successful tax office started with these steps: get your PTIN, apply for your EFIN, choose a business structure, set up software and bank products, then launch your marketing.
Need help with any step? Send us a message.
#Checklist #TaxBusiness #StartupChecklist #EFIN
Need help with any step? Send us a message.
#Checklist #TaxBusiness #StartupChecklist #EFIN
Checklists
Client Intake Essentials
What to Bring to Your Tax Appointment
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Headed to your tax appointment? Bring your photo ID and Social Security cards, W-2s and 1099s, last year's return, documents for your dependents and bank info for direct deposit.
Book your appointment with our office.
#TaxSeason #Checklist #TaxAppointment #WhatToBring
Book your appointment with our office.
#TaxSeason #Checklist #TaxAppointment #WhatToBring
Checklists
EFIN Application Steps
Applying for Your EFIN
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Applying for an EFIN takes time. Create your IRS e-Services account, complete the application, submit fingerprints and pass the suitability check. Start at least 45 days before you need it!
Questions about the EFIN process? Ask us.
#EFIN #TaxBusiness #Checklist #IRS
Questions about the EFIN process? Ask us.
#EFIN #TaxBusiness #Checklist #IRS
Checklists
Software Setup Day One
Software Setup: Day One
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Day-one software setup makes season one smoother: enter your office info and fees, add preparers, connect bank products, test e-file and run a practice return.
Want help getting set up? Send us a message.
#TaxSoftware #Checklist #TaxOffice #SetupDay
Want help getting set up? Send us a message.
#TaxSoftware #Checklist #TaxOffice #SetupDay
Checklists
Pre-Season Marketing
Pre-Season Marketing
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Get ready before the rush: update your Google Business Profile, refresh your social pages, announce early appointments, launch a referral offer and email past clients.
Save this for your pre-season planning.
#TaxMarketing #Checklist #SmallBusiness #TaxSeason
Save this for your pre-season planning.
#TaxMarketing #Checklist #SmallBusiness #TaxSeason
Checklists
Security & WISP Basics
Protecting Client Data
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Protecting client data isn't optional. Have a written security plan (WISP), multi-factor authentication, encrypted storage, secure Wi-Fi and a data breach response plan.
Questions about data security? Ask us.
#DataSecurity #WISP #TaxPro #Checklist
Questions about data security? Ask us.
#DataSecurity #WISP #TaxPro #Checklist
Checklists
Bank Product Enrollment
Bank Product Setup
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Bank product approvals take time, so enroll early: choose your product mix, complete the bank application, pass compliance review and configure it in your software.
Want help with enrollment? Send us a message.
#BankProducts #TaxBusiness #Checklist #EnrollEarly
Want help with enrollment? Send us a message.
#BankProducts #TaxBusiness #Checklist #EnrollEarly
Checklists
First Client Appointment
The First Client Appointment
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First client appointment? Verify ID and Social Security cards, review last year's return, discuss fees upfront, set expectations on timing and collect every signature.
Save this for your first season.
#NewPreparer #TaxPro #Checklist #ClientExperience
Save this for your first season.
#NewPreparer #TaxPro #Checklist #ClientExperience
Checklists
Return Quality Review
Pre-Transmission Check
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Before you hit transmit: names and SSNs match the cards, filing status is verified, all income is entered, bank info is double-checked and the client has signed.
Print this for every workstation.
#TaxPro #EFile #Checklist #AccuracyMatters
Print this for every workstation.
#TaxPro #EFile #Checklist #AccuracyMatters
Checklists
Deadline Week Survival
Deadline Week Survival
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Deadline week survival kit: extend office hours, prep extension forms, confirm pending signatures, stock up on supplies and coffee, and celebrate at midnight!
Share this with a preparer in the trenches.
#TaxDeadline #TaxPro #Checklist #DeadlineWeek
Share this with a preparer in the trenches.
#TaxDeadline #TaxPro #Checklist #DeadlineWeek
Checklists
Post-Season Debrief
Look Back to Grow Next Year
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After the season, look back so you can grow: returns and revenue vs. your goal, client retention, your fees, marketing results and three changes for next year.
Want to talk through your season? Send us a message.
#PostSeason #TaxBusiness #Checklist #BusinessReview
Want to talk through your season? Send us a message.
#PostSeason #TaxBusiness #Checklist #BusinessReview
Checklists
Home Office Setup
Setting Up a Home Tax Office
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Setting up a home tax office? You'll want a dedicated workspace, business-grade internet, secure file storage, a professional phone line and e-signature tools.
Save this for your setup day.
#HomeOffice #TaxBusiness #Checklist #WorkFromHome
Save this for your setup day.
#HomeOffice #TaxBusiness #Checklist #WorkFromHome
Checklists
Client Offboarding
After the Return Is Filed
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The return is filed, but you're not done: deliver copies, explain what to save for next year, ask for a review, ask for referrals and book next year's appointment.
Save this client wrap-up list.
#ClientRetention #TaxPro #Checklist #Referrals
Save this client wrap-up list.
#ClientRetention #TaxPro #Checklist #Referrals
Checklists
Hiring Your First Preparer
Hiring Your First Preparer
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Ready for your first hire? Define the role, verify PTIN eligibility, check references, set software permissions and put pay in writing.
Thinking about growing your team? Let's talk.
#Hiring #TaxBusiness #Checklist #TeamGrowth
Thinking about growing your team? Let's talk.
#Hiring #TaxBusiness #Checklist #TeamGrowth
Checklists
Year-End Client Advisory
Before December 31
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Before December 31: max out retirement contributions, review your withholding, use your FSA funds, organize business expenses and book your January tax appointment.
Questions about year-end planning? Ask our office.
#YearEnd #TaxPlanning #Checklist #TaxTips
Questions about year-end planning? Ask our office.
#YearEnd #TaxPlanning #Checklist #TaxTips
Checklists
IRS Notice Response
Got a Letter From the IRS?
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Got a letter from the IRS? Don't panic. Read the entire notice, make sure it's legitimate, note the response deadline, gather your documents and keep copies of everything.
Need help with an IRS notice? Contact our office.
#IRSNotice #TaxHelp #Checklist #DontPanic
Need help with an IRS notice? Contact our office.
#IRSNotice #TaxHelp #Checklist #DontPanic
Checklists
Marketing Content Week
Your Weekly Content Plan
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A simple weekly content plan: one educational post, one engagement question, one client testimonial, one behind-the-scenes post and one clear call to action.
Save this for your weekly planning.
#SocialMedia #TaxMarketing #Checklist #ContentPlan
Save this for your weekly planning.
#SocialMedia #TaxMarketing #Checklist #ContentPlan
Checklists
New Business Entity Clients
What Business Clients Should Bring
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Business owners, here's what to bring: your EIN letter, formation documents, prior business returns, financial statements and payroll reports.
Book your business tax appointment with our office.
#SmallBusiness #BusinessTaxes #Checklist #TaxSeason
Book your business tax appointment with our office.
#SmallBusiness #BusinessTaxes #Checklist #TaxSeason
Checklists
Software Switch Timeline
Switching Tax Software the Smart Way
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Switching tax software? Plan it: export client data in May or June, compare platforms in June, convert data over the summer, learn the system in the fall and test everything in November.
Questions about switching? Let's talk.
#TaxSoftware #Switching #Checklist #TaxPro
Questions about switching? Let's talk.
#TaxSoftware #Switching #Checklist #TaxPro
Checklists
Referral Program Launch
Build a Referral Program
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A referral program doesn't have to be complicated: choose the reward, keep the rules simple, print referral cards, tell every client and reward fast.
Save this for your next season.
#Referrals #TaxMarketing #Checklist #WordOfMouth
Save this for your next season.
#Referrals #TaxMarketing #Checklist #WordOfMouth
Checklists
Client Communication Cadence
Year-Round Client Touchpoints
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Stay in touch all year: a season opener in January, a thank-you in April, a mid-year check-in in June, year-end tips in November and a booking link in December.
Save this client touchpoint calendar.
#ClientRetention #TaxMarketing #Checklist #StayInTouch
Save this client touchpoint calendar.
#ClientRetention #TaxMarketing #Checklist #StayInTouch
Checklists
Office Opening Day
Opening Day Checklist
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Opening day checklist: signage up, software tested, appointment system live, payment methods ready and a celebration photo taken!
Tag us in your opening day photo!
#OpeningDay #TaxBusiness #Checklist #GrandOpening
Tag us in your opening day photo!
#OpeningDay #TaxBusiness #Checklist #GrandOpening
Checklists
Continuing Education Plan
Your Annual Education Plan
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Keep learning every year: review IRS requirements for your credentials, book AFSP or CE courses early, attend an industry event, learn software updates and teach someone else.
Save this for your annual planning.
#ContinuingEducation #TaxPro #Checklist #AFSP
Save this for your annual planning.
#ContinuingEducation #TaxPro #Checklist #AFSP
Checklists
Compliance Calendar
Stay Compliant All Year
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Stay compliant all year: PTIN renewal by December 31, software renewal, bank product re-enrollment, your annual WISP review and license renewals.
Save this compliance calendar.
#Compliance #TaxPro #Checklist #PTIN
Save this compliance calendar.
#Compliance #TaxPro #Checklist #PTIN
Checklists
The Everything Audit
Rate Your Tax Office 1-10
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How healthy is your tax office? Rate yourself 1 to 10 on software and support, marketing and pricing, data security, client experience, and retention and profit. Anything under 7 needs attention.
Want help raising your scores? Send us a message.
#PracticeHealth #TaxBusiness #Checklist #SelfAssessment
Want help raising your scores? Send us a message.
#PracticeHealth #TaxBusiness #Checklist #SelfAssessment
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