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Before You File: The Parents’ Edition

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Before You File: The Parents’ Edition


You already keep up with snacks, school forms, appointments, and somebody asking you for something every five minutes. Let’s make the tax paperwork easier. 😂😌


This FREE four-page prep kit helps parents organize family records and prepare for conversations about dependents, childcare, college, and changes at home.


Inside, you’ll find:


  • A family tax document checklist
  • A dependent and living-arrangement worksheet
  • Co-parenting questions to discuss with your preparer
  • Childcare and college record checklists
  • Questions to ask before filing


New baby? Child headed to college? Different household situation this year? Bring the details so your preparer can review the full picture.


Download your free kit and let’s get your family ready.


Leslie Christina | Virtual tax preparation through Secure File Taxes


Digital PDF download. This guide does not determine dependent claims, filing status, or credit eligibility, and does not promise a refund.

You will get a PDF (96KB) file