Tax Prep Checklist for Private Practices
Everything your CPA needs from you before tax season. Built by a CPA, organized the way returns actually get prepared.
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What's inside
A complete intake covering personal, business, and investment items. Use it as a self-check before any tax appointment, even if your return isn't prepared by our affiliated CPA firm, PizzelloCPA, PLLC.
Names, SSNs, IDs, marital status, dependents, addresses, and the moving/state-residency edge cases that trip up filings.
W-2, 1099s, brokerage, K-1s, retirement distributions, rental income, sold-home proceeds, and the OBBBA tip/overtime/vehicle-loan questions.
Mortgage, charitable, retirement contributions, education, energy, medical, HSA, and the small ones people forget.
Schedule C revenue and expenses, vehicle and home-office detail, and Schedule E rental property income/expenses.
Quarterly payments, refund preferences, IP PINs, crypto/digital assets, and the foreign account questions every CPA has to ask.
Want a CPA who already has this list dialed in?
bookkeepz, LLC is a bookkeeping firm built around service-based private practices, working alongside PizzelloCPA, PLLC, our affiliated CPA firm. Bookkeeping here, tax strategy and filing there, coordinated so you deal with one team. Tax-ready books every month, and no scramble to find a CPA at year-end.