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Resources

Tax Prep Checklists

Use these checklists to gather the documents and records our team needs before we start preparing your return. Pick the form that matches your entity type below.

1040 (Schedule C)

Sole proprietors & single-member LLCs

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1065

Partnerships

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1120

C corporations

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1120-S

S corporations

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990-EZ

Small tax-exempt organizations

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990

Tax-exempt organizations (full return)

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IRS Forms & Publications

Reference library of IRS forms and publications

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