Checklists to 
Help You Survive 
Tax Season 

Stay ahead of the upcoming tax season with checklists to help you manage risks associated with providing tax services. Get all 13 checklists in ONE file by simply filling out the form below. 

What to do before January 15 … in advance of the big rush

SECTION 1

7 Checklists

What to do during tax season – January through April

SECTION 2

5 Checklists

Next steps after tax season
– May and beyond

SECTION 3

1 Checklist

What’s Inside?