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 14 checklists in ONE file by simply filling out the form below. 

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


7 Checklists

What to do during tax season – January through April


6 Checklists

Next steps after tax season
– May and beyond


1 Checklist

What’s Inside?
About The Author
AICPA Member Insurance Programs is a trusted advocate for CPAs, providing exclusive access to superior risk solutions that safeguard their livelihoods and protect their lifestyles. Powered by the strength of Aon, we are committed to helping you achieve your professional and personal goals, while providing peace of mind.  

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