{"id":54780,"date":"2024-02-01t00:00:49","date_gmt":"2024-02-01t05:00:49","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?post_type=product&p=54780"},"modified":"2024-03-14t09:35:28","modified_gmt":"2024-03-14t13:35:28","slug":"tax-season-checklists","status":"publish","type":"product","link":"\/\/www.g005e.com\/shop\/tax-season-checklists\/","title":{"rendered":"tax season checklists: new for 2024"},"content":{"rendered":"
\"portrait
ed mendlowitz, the 卡塔尔世界杯常规比赛时间 “practice doctor”<\/figcaption><\/figure>\n

about the tax season checklists<\/strong><\/span><\/h2>\n

these checklists have evolved over the years and are, in some respect, a collaboration of professionals seeking to improve the quality of their practice and create methods to work more effectively and efficiently.<\/p>\n

some of the checklists are formatted to be printed and hung on walls as posters, such as the key for a “successful tax season,” “cpa firm business model,” and “advantages of tax season” pages.\u00a0 since the checklists are in word format, they can be reformatted and customized to suit a particular practice.<\/p>\n

the word\u00ae file is set up so you can copy and paste the checklists and adapt as you see fit. any checklist can be accessed by searching this document using any keyword.<\/p>\n

the complete checklist of checklists<\/strong><\/span><\/h2>\n

the checklists are in no particular order, but i tried to group them as much as possible. <\/em>the checklist numbers do not appear on the checklists, and i did not number the pages. <\/em>this word\u00ae file is set up so you can copy and adapt the checklists as you see fit.\u00a0<\/em>you do not need to credit me unless you use the checklists externally from your office. <\/em>\u2013 ed mendlowitz<\/em><\/p>\n

general issues and posters for your office<\/strong><\/p>\n

    \n
  1. key for a successful tax season (can be posted on your wall)<\/em><\/li>\n
  2. accounting firm busine$$ model (can be posted)<\/em><\/li>\n
  3. advantages of tax season (chart can be reproduced and distributed to staff or posted)<\/em><\/li>\n
  4. three questions to ask regarding quality of work performed or to be performed<\/li>\n
  5. goals of tax season<\/li>\n
  6. choose a best practice for your tax season<\/li>\n
  7. 10 ways to stay in control<\/li>\n
  8. 50 ways to make more money during tax season, including increasing and improving productivity<\/li>\n<\/ol>\n

    tax return preparation and review checklist\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0<\/strong><\/p>\n

      \n
    1. preparer\u2019s work process and procedures checklist<\/li>\n
    2. reviewer\u2019s procedural checklist for individual tax returns<\/li>\n
    3. reviewer\u2019s procedural checklist for business tax returns<\/li>\n
    4. ed\u2019s suggested review method [new!]<\/em><\/span><\/strong><\/li>\n
    5. 19 ways to stop wasting reviewer time [new!]<\/em><\/span><\/strong><\/li>\n
    6. reviewer\u2019s review notes<\/li>\n
    7. tax season follow-up form<\/li>\n
    8. reviewer\u2019s pre-review of complicated transactions<\/li>\n
    9. purpose of tax comparison worksheets<\/li>\n
    10. easing tax season workload compression checklist<\/li>\n
    11. top 12 tax return preparation errors<\/li>\n
    12. checklist of 46 tax filing errors clients should avoid<\/li>\n
    13. reviewer qualification test<\/li>\n
    14. answers<\/li>\n
    15. tax research request<\/li>\n
    16. 20 reasons for obtaining extensions<\/li>\n
    17. training a new tax specialist<\/li>\n
    18. artificial intelligence getting started checklist<\/li>\n<\/ol>\n

      tax client relations and services<\/strong><\/p>\n

        \n
      1. top 10 client pet peeves<\/li>\n
      2. what makes a good client<\/li>\n
      3. for clients: how to make your tax return easier to do & reduce tax preparation fees<\/li>\n
      4. things to consider when accepting a new client and establishing a fee arrangement<\/li>\n
      5. additional services checklist for clients<\/li>\n
      6. sample listing of additional services for tax clients<\/li>\n
      7. subscription model suite of services to business clients [new!]<\/em><\/strong><\/span><\/li>\n
      8. tax department services<\/li>\n
      9. sample: tax notice service letter<\/li>\n
      10. bill accompanying the tax notice service described in the letter<\/li>\n
      11. preparing bills for tax returns<\/li>\n
      12. letter to inform a client of a fee increase for the coming year<\/li>\n
      13. letter to inform a client of a minimum fee that is higher than they should pay<\/li>\n
      14. ways to get additional tax clients<\/li>\n
      15. ways to get additional business clients<\/li>\n
      16. action choices when a client is introduced to an essential extra service<\/li>\n
      17. 1\/20th tax client marketing rule [new!]<\/em><\/strong><\/span><\/li>\n
      18. 21 reasons for lack of tax client retention<\/li>\n
      19. why should a client use you to prepare their tax return?<\/li>\n
      20. why a client should use you to prepare their tax return?<\/li>\n
      21. advantages of a cpa preparing tax returns<\/li>\n
      22. checklist of questions to ask a non-filer who wants to file their delinquent returns<\/li>\n
      23. anything less than a 10 is an f [new!]<\/em><\/strong><\/span><\/li>\n
      24. preparing for a client meeting [new!]<\/em><\/strong><\/span><\/li>\n<\/ol>\n

        post tax season retrospective<\/strong><\/p>\n

          \n
        1. post tax season retrospective checklist<\/li>\n
        2. client service survey cover letter [new!]<\/strong><\/em><\/span><\/li>\n
        3. survey for tax clients [new!]<\/em><\/strong><\/span><\/li>\n
        4. survey for business clients [new!]<\/em><\/strong><\/span><\/li>\n
        5. getting rid of tax preparation clutter<\/li>\n<\/ol>\n

          staff management<\/strong><\/p>\n

            \n
          1. advice to a beginner<\/span> every tax preparer<\/li>\n
          2. ways to make tax season better and more fun for you and your staff<\/li>\n
          3. additional ways to excite staff that are not during tax season<\/li>\n
          4. things to consider while training staff<\/li>\n
          5. staff development and growth checklist<\/li>\n
          6. 16 ways to increase productivity [new!]<\/em><\/strong><\/span><\/li>\n
          7. staff career management [new!]<\/em><\/strong><\/span><\/li>\n
          8. staff shadowing benefits [new!]<\/em><\/strong><\/span><\/li>\n
          9. ways to evaluate staff tax season performance<\/li>\n
          10. checklist of key attributes to use to evaluate staff performance [new!]<\/em><\/strong><\/span><\/li>\n
          11. 5-point staff evaluation [new!]<\/em><\/strong><\/span><\/li>\n
          12. best practices for training and retaining staff [new!]<\/em><\/strong><\/span><\/li>\n
          13. deciding who to let go<\/li>\n
          14. common attributes of staff at any level [new!]<\/em><\/strong><\/span><\/li>\n
          15. instructor review process \u00a0[new!]<\/em><\/strong><\/span><\/li>\n
          16. tips to be a better place to work and a better boss to work for \u00a0[new!]<\/em><\/strong><\/span><\/li>\n
          17. what staff need or want [new!]<\/em><\/strong><\/span><\/li>\n
          18. what you do not want in staff [new!]<\/em><\/strong><\/span><\/li>\n
          19. 30:30 training method crib sheet<\/li>\n<\/ol>\n

            controllership and attest work<\/strong><\/p>\n

              \n
            1. controller\u2019s checklist<\/li>\n
            2. cfo responsibility checklist<\/li>\n
            3. questions for interviewing a bookkeeper<\/li>\n
            4. responsibilities of an in-house bookkeeper<\/li>\n
            5. ruben\u2019s a.u.d.i.t. acronym<\/li>\n
            6. for staff: what you should do before starting to work on an audit<\/li>\n
            7. for staff: what you should do when you finish working on an audit<\/li>\n
            8. initial audit planning for non-managerial staff<\/li>\n
            9. questions to ask a client that wants a first audit<\/li>\n
            10. factors to consider when estimating the cost of a review report<\/li>\n
            11. checklist for establishing a fixed price<\/li>\n
            12. sample term sheet descriptions for bank loan<\/li>\n<\/ol>\n

              bankruptcy<\/strong><\/p>\n

                \n
              1. services an accountant can perform to assist financially troubled clients or clients that have financially troubled customers<\/li>\n
              2. informal arrangement in lieu of a chapter 11 filing<\/li>\n
              3. protecting a client from a customer planning a bankruptcy<\/li>\n<\/ol>\n

                succession planning<\/strong><\/p>\n

                  \n
                1. needed for every succession plan<\/li>\n
                2. 30 ways to transfer ownership to a successor<\/li>\n<\/ol>\n

                  business valuation<\/strong><\/p>\n

                    \n
                  1. 50 reasons for a business appraisal<\/li>\n
                  2. 64 ways to increase and enhance the value of a business<\/li>\n
                  3. preliminary document request for a business valuation or a consultation engagement<\/li>\n<\/ol>\n

                    mergers and acquisitions services for clients<\/strong><\/p>\n

                      \n
                    1. task list for when a client wants to sell their business<\/li>\n
                    2. task list for when a client wants to buy a business<\/li>\n
                    3. reasons for an owner to want to sell<\/li>\n<\/ol>\n

                      financial planning and investment management<\/strong><\/p>\n

                        \n
                      1. financial planning engagement document request<\/li>\n
                      2. initial financial (and\/or estate) planning meeting checklist<\/li>\n
                      3. reasons for pursuing a life settlement checklist<\/li>\n
                      4. why a current will is necessary and how to get started<\/li>\n
                      5. getting married financial planning issues checklist<\/li>\n
                      6. prenuptial agreement checklist<\/li>\n
                      7. changing state of residence checklist<\/li>\n
                      8. ed\u2019s stock market investing beliefs (a \u201chow to invest\u201d summary)<\/li>\n
                      9. 10 investing watch-outs<\/li>\n
                      10. 15 investing axioms<\/li>\n
                      11. how to be your own financial planner<\/li>\n
                      12. a client\u2019s personal investing vision and mission statements<\/li>\n
                      13. questions a client should ask their financial advisor<\/li>\n
                      14. investment policy statement template<\/li>\n
                      15. family budget worksheet<\/li>\n
                      16. elder care and family bill paying and planning checklist or for family office services<\/li>\n
                      17. getting started as an executor checklist [new!]<\/em><\/span><\/strong><\/li>\n<\/ol>\n

                        entrepreneurship<\/strong><\/p>\n

                          \n
                        1. buy-sell agreement issues to consider checklist<\/li>\n
                        2. starting a business checklist<\/li>\n
                        3. setting up an office checklist<\/li>\n
                        4. preparing a business plan checklist<\/li>\n
                        5. checklist for preparing financial projections for a business plan<\/li>\n
                        6. not-for-profit board member responsibility checklist of tips<\/li>\n
                        7. \u201cabsentee\u201d owner technique and checklist<\/li>\n
                        8. daily flash numbers report (3 versions)<\/li>\n
                        9. 40 concerns of business owners<\/li>\n
                        10. 25 benjamin franklin maxims<\/li>\n<\/ol>\n

                          managing an accounting practice<\/strong><\/p>\n

                            \n
                          1. annual practice management & growth calendar<\/li>\n
                          2. swot analysis<\/li>\n
                          3. checklist of reasons for a cpa firm merger or acquisition<\/li>\n
                          4. what to have available for cpa firm merger exploratory meeting [new!]<\/em><\/strong><\/span><\/li>\n
                          5. sample fact sheet for a sale or continuation agreement of a public accounting practice [new!]<\/em><\/strong><\/span><\/li>\n
                          6. letter between partners if a simultaneous death. to be used if it is not covered in the partnership agreement [new!]<\/em><\/strong><\/span><\/li>\n
                          7. critical issues in running an accounting firm checklist<\/li>\n
                          8. partner or owner non-chargeable activities [new!]<\/em><\/strong><\/span><\/li>\n
                          9. owner and partner self-coaching and self-mentoring [new!]<\/em><\/strong><\/span><\/li>\n
                          10. what happens to your practice when you die [new!]<\/em><\/strong><\/span><\/li>\n
                          11. administrative functions in an accoutning practice [new!]<\/em><\/strong><\/span><\/li>\n
                          12. seven ego builders to avoid [new!]<\/em><\/strong><\/span><\/li>\n
                          13. 12 tips to increase billing and collections<\/li>\n
                          14. preparing a proposal checklist [new!]<\/em><\/strong><\/span><\/li>\n
                          15. pricing a fixed price assignment tips [new!]<\/em><\/strong><\/span><\/li>\n
                          16. scoping out a fixed price engagement [new!]<\/em><\/strong><\/span><\/li>\n
                          17. quoting on an engagement: things to consider [new!]<\/em><\/span><\/strong><\/li>\n
                          18. credit card authorization worksheet<\/li>\n
                          19. sample employment policies checklist<\/li>\n
                          20. letter to someone you interviewed and did not hire (sample) [<\/em>new!]<\/em><\/span><\/strong><\/li>\n
                          21. letter of reference [new!]<\/em><\/span><\/strong><\/li>\n
                          22. checklist of items to put in permanent file<\/li>\n
                          23. organization minutes checklist [new!]<\/em><\/span><\/strong><\/li>\n
                          24. running a meeting checklist<\/li>\n
                          25. checklist for change projects<\/li>\n
                          26. why am i talking?<\/li>\n
                          27. books to boost your practice<\/li>\n
                          28. top 10 all-time leadership and management books<\/li>\n
                          29. what you need to succeed [new!]<\/em><\/span><\/strong><\/li>\n
                          30. what clients pay us for [new!]<\/em><\/span><\/strong><\/li>\n
                          31. value-added benefits of your services[new!]<\/em><\/span><\/strong><\/li>\n<\/ol>\n

                            bonus:<\/span> client aids <\/strong>[new!]<\/em><\/strong><\/span><\/p>\n

                              \n
                            1. tax receipt letter provided by a charity for a charitable contribution [new!]<\/em><\/span><\/strong><\/li>\n
                            2. motion to nfp board of directors to accept restricted contribution [new!]<\/em><\/span><\/strong><\/li>\n
                            3. fact sheet for a client selling a business [new!]<\/em><\/span><\/strong><\/li>\n<\/ol>\n

                              personal checklists<\/strong><\/p>\n

                                \n
                              1. autocorrect shortcuts<\/li>\n
                              2. benjamin franklin\u2019s top 15 items to take on a cruise<\/li>\n
                              3. checklist for traveling<\/li>\n
                              4. things to pack for a trip<\/li>\n
                              5. checklist for golf<\/li>\n
                              6. checklist for card game<\/li>\n
                              7. card game rules<\/li>\n
                              8. bbq checklist<\/li>\n
                              9. framing and attending virtual meetings<\/li>\n
                              10. reading a speech checklist [new!]<\/em><\/span><\/strong><\/li>\n
                              11. checklist for using outsourced art services<\/li>\n
                              12. 10 do not’s<\/li>\n
                              13. personal risk management checklist [new!]<\/em><\/span><\/strong><\/li>\n
                              14. relationships mostly never end well protective checklist [new!]<\/em><\/span><\/strong><\/li>\n
                              15. how to create a favorable impression when negotiating [new!]<\/em><\/span><\/strong><\/li>\n
                              16. things to do to start the year on a high note<\/li>\n
                              17. start the new year without clutter<\/li>\n
                              18. tax and other financial records you should keep forever \u2014and those you should toss<\/li>\n
                              19. sustainability \u2013 12 easy things you can do<\/li>\n
                              20. ed\u2019s \u201ck\u201d rules<\/li>\n<\/ol>\n

                                bonus: getting your affairs in order \u2013 tool kit<\/strong><\/p>\n

                                this is a separate file i provide to clients, and i included it here for my colleagues.<\/em><\/p>\n