Tax Prep Checklist

🧾 The Ultimate Tax Season Checklist: Never Miss a Document Again

Stop the last-minute scramble and file like a pro.

This easy-to-follow checklist makes sure you have every single document the IRS could ask for — so you never miss out on deductions, leave money on the table, or hold up your refund.

Whether you file your own taxes or work with a professional, this list keeps you organized, confident, and stress-free all season long.

✅ What’s Inside:

• Complete list of all personal, income, deduction, and credit documents you’ll need
• Covers W-2s, 1099s, 1098s, Cash App/Venmo/PayPal income, and more
• Includes deduction categories that most taxpayers forget — like medical, education, and home upgrades
• Easy to print or download — perfect for clients, tax pros, or families

💰 Why You Need It:

Missing a single form or deduction can:

• Delay your refund by weeks
• Cause an IRS rejection or error
• Or worse — cost you hundreds of dollars in missed credits

This checklist helps you file faster, smarter, and with full confidence.