Resources

Checklists, guides and the forms you keep asking about.

Free to download. General information for planning your year, written by the partners who answer these questions every week.

Get the tax-season checklist Read our notes
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Library

Everything we hand to clients

Checklists, guides and templates, filed by kind.

Cover of the tax-season document checklist
Checklist

Tax-season document checklist

The documents to gather before your return, in the order we ask for them.

Download the checklist
Cover of the year-end planning questions guide
Guide

Year-end planning questions

What to look at with your partner before December, while there is still time to act.

Read the guide
Cover of the first-employee payroll guide
Guide

Your first employee

Payroll registration, withholding and the quarterly return, before the first paycheck.

Read the guide
Three people filling in paperwork together at a kitchen table
Guide

Preparing for a lender’s review

The statements, schedules and explanations a bank usually asks to see.

Read the guide
A man on the phone at a bright window desk with papers
Guide

Choosing an entity for a new business

Sole proprietorship, LLC, S corporation or partnership: the questions that decide it.

Read the guide
Two colleagues working together at a laptop
Template

Records to keep, and for how long

Returns, receipts, payroll and property records, with the period each one is usually kept.

Open the list

Questions

Questions clients ask

What happens at the first consultation?

You meet the partner who would lead your file for an hour. You leave with a written scope and a fixed fee.

How is the fee set?

From the scope we agree at the consultation. The engagement letter states the fee before any work starts.

When do I get my checklist?

With your portal invitation, the day you sign the engagement letter.

What is an extension?

An extension moves the filing date for an individual return to October 15. It does not move the date to pay, so an estimate of the tax is still due on April 15.

Why do you need my prior-year return?

It shows carryovers, elections and estimated payments that affect this year. It also lets us check what was filed.

Which bookkeeping software do you use?

The one you already use. If you are starting fresh, we recommend one at the consultation.

When will my month be closed?

By the tenth of the following month, with a short review call if anything needs a decision.

How do I upload documents?

Sign in to the client portal and use the upload button. Please do not send documents by email.

Who can see my documents in the portal?

You, anyone you invite, and your team at the firm.

Newsletter

One email before each deadline.

Dates and reminders from the tax calendar. Nothing else.

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