Client Year-End Tax Prep Kit

Close out the year with confidence using the Client Year-End Tax Prep Kit — a professional-grade organizer designed for bookkeepers, CPAs, tax pros, and business owners. This kit makes it simple to finalize books, gather required documents, and prepare for tax season without stress.

Features:

✅ Complete Year-End Tax Checklist (bank, credit cards, payroll, sales tax, assets)

✅ Document Request Sheet (invoices, unpaid bills, insurance, IRS notices, ownership changes)

✅ Profit & Loss Review Guide (categorized income & expenses for accuracy)

✅ Reconciliation & Adjustments Section (loans, draws, depreciation, inventory, distributions)

✅ Client Declaration Form (signature page for compliance & accuracy)

✅ Pre-Written Email Templates & Intake Messages (ready-to-send year-end reminders)

✅ Client FAQ Section (answers to the most common year-end tax questions)

✅ Smart Suggestions Box (prompts for tax strategy & planning)

✅ Next Steps Roadmap (what happens after submission)

Available in 2 Versions:

✅ Fillable PDF – Type directly into the kit, upload attachments to a secure folder, and share with your tax pro

✅Printable PDF – Print, fill by hand, and attach physical copies for submission

Perfect for tax professionals, bookkeepers, and small business owners who need an accurate, organized, and CPA-ready year-end package.