Checklists

Click to Download one of our checklists.  Please share any checklist you find useful.  Thanks!

  • https://patricialancaster.com/wp-content/uploads/2014/01/Checklist-Tax-Preparation.pdf

    Super useful checklist to ensure you bring all the relevant information to your tax prep appointment!

  • https://patricialancaster.com/wp-content/uploads/2014/01/Checklist-Small-Business.pdf

    Let’s ensure that you have all the information need to complete your return and never miss a single deduction you are entitled to.

  • Realtors, don’t miss a deduction you are entitled to. Also, the checklist ensures you gather all information relevant to tax preparation.

  • Complete this Schedule C Summary for your CPA.

  • Homeowner Tax Concept

    Use this checklist to maximize your deductions from your rental properties.

  • Click here for a Partnership tax return checklist.

  • SBO’s, use this calculator as to estimate your Quarterly Estimated Tax Payment

  • Click to learn more about From 1099-MISC

  • New clients, help us get to know you better by completing our client profile.

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Learn how to file Quarterly Estimated Tax Payments (QETPs)

CLICK HERE:  Filing QETPs

  • Voucher 1:  April 15

  • Voucher 2:  June 15

  • Voucher 3:  Sept 15

  • Voucher 4:  Jan. 15

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Learn more about your Mileage Deduction

CLICK HERE:  The Value of Mileage Deduction

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Learn how to file an Extension

CLICK HERE:  Filing an Extension

Individual Income Tax Extension is Due:  April 15th

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