Resources

Prepare before the appointment.

Use these resource categories to arrive organized and make your consultation more productive.

Tax Prep Checklist

Income documents, identification, expense records, prior-year information and relevant supporting documents.

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Business Start-Up Checklist

Business name and purpose, owner information, registrations, licensing, startup budget, banking, bookkeeping, brand materials and next steps.

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NonProfit Organization Checklist

Organization name and mission, leadership, organizing documents, registrations, tax status, programs, financial records, agreements and next steps.

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