Tax season brings complexity, client demands, and new regulations. This checklist gives you a clear, step-by-step plan to:
Minimize audit risk with an organized approach to client intake and required documents.
Stay compliant with the latest IRS law changes — including updates to deductions, credits, and SALT caps.
Work smarter with workflow tips that reduce stress and rework during peak filing months.
What’s Inside
Comprehensive Client Intake Checklist: From W-2s and 1099s to K-1s, receipts, and life-change records.
Key Filing Deadlines for 2026: All critical IRS dates, from individual returns to estimated tax payments.
Recent Law & IRS Updates: Permanent lower brackets, doubled standard deductions, and new senior and child tax breaks.
Workflow Enhancements: Tools for document reminders, file tracking, and client communication strategies.
Who Should Download
CPA firm owners, partners, and teams preparing for busy season.
Tax professionals seeking efficiency and fewer last-minute extensions.
Complete the form to download your free copy and prepare with confidence for the 2026 filing season.
