Checklist Templates
1040 Tax Return – Boscia & Bosia
Free Amend Tax Return Checklist Template
1099 Preparation Checklist Template
Free 990 Tax Return Checklist Template
1120S Tax Return Checklist Template
Free 1065 Business Tax Return Checklist
1041 Tax Return Checklist
Free Annual Sales Tax Checklist Template
T1 Tax Return Checklist Template
T2 Corporate Tax Return Checklist Template
Articles
The Comprehensive Tax Preparation Checklist for Tax and Accounting Firms
As a critical part of a good workflow system, tax preparation checklists allow tax firms to refine their procedures and complete tax projects, potentially saving their clients thousands of dollars yearly.
How To Avoid Working Crazy Busy (Tax) Season Hours W/Logan Graf
Learn how to avoid burnout during tax season with Logan Graf’s expert tips on managing clients, leveraging technology, and setting boundaries.
Tax Preparation Workflow: A Comprehensive Automation Guide
Struggling with managing an increased workload during tax season? You need an efficient workflow. Here’s all you need to know about implementing a tax preparation workflow in your firm.
When is Accounting Busy Season? A Comprehensive Survival Guide
Struggling with managing an increased workload during tax season? You need an efficient workflow. Here’s all you need to know about implementing a tax preparation workflow in your firm.
Complete Client Tax Organizer Templates – Individual & Business (Excel & Google Sheets)
Get free individual and business tax organizer templates and discover how to simplify tax preparation, reduce follow-ups, and stay organized during tax season.
A Comprehensive Tax Preparer Checklist for Clients (+ Free Template)
In this guide, we present a comprehensive tax preparer checklist that you can share with your clients to collect all the necessary information. By incorporating this checklist into your workflow, you can enhance efficiency and minimize the risk of errors
How to Create a Professional Tax Engagement Letter (+Free Template)
Don’t start any client’s project without a tax engagement letter. It can cause too many issues down the line. Learn more about to create professional tax engagement letter and grab a free template.
How to Get Tax Clients: 13 Surefire Ways to Win New Clients
Looking to get tax clients for your firm? Here are 13 surefire and innovative ways to try.
5 Best Tax Deadline Management Software Solutions in 2026
If you are overworking (repeated late hours) or overwhelmed with chasing down clients for documents to meet IRS deadlines, you need a tax management tool. It will help you automate those tasks and free up time to meet tax deadlines. Read on to select the best for your tax needs.
Videos
Podcasts
The Workflow For Scheduling a Tax Prep w/Brenda Cannon, CPA
Ready to conquer tax season without losing your mind?
Brenda’s bringing her A-game to help you get your tax prep on point. From pro tips on scheduling like a boss to keeping your paperwork drama-free, Brenda’s got you covered.
Outsmart Regulatory Changes with These Accounting Workflow Hacks w/Dawn Brolin
Staying ahead in an industry where regulations are constantly evolving can be daunting. This episode isn’t just about survival; it’s about thriving through change. Dawn Brolin, CEO of Powerful Accounting, shares her story of tackling significant regulatory updates head-on, revealing how she turned potential disruptions into opportunities for growth and innovation.
How to 10X your firm’s efficiency by automating low level tasks
Ever wondered how some accounting firms seem to be on the fast track, leaving everyone else in the dust?
We do a deep dive with Michael Astreiko, Founder of Synder, into the game-changing world of accounting automation, showing you exactly how to reclaim time, boost productivity, and focus on what truly matters.
ADHD Resources
Working with ADHD: A Toolkit for Accountants
Are you an accountant or bookkeeper working with ADHD? Here’s a toolkit of strategies, resources, and accommodations to overcome ADHD challenges and thrive.
Panel Session ADHD in Accounting Understanding & Maximizing Neurodiversity
Explore how neurodiversity, particularly ADHD, impacts the accounting profession. Our diverse panel discusses strategies for leveraging unique strengths, fostering inclusive workplaces, and maximizing productivity.
How Sabrina Parris, CPA, Balances ADHD, and High-Pressure Accounting Demands
The stress of deadlines, the pressure to be perfect, and the constant fear of missing something crucial can make working in accounting feel like an insurmountable challenge for someone with ADHD. It’s a struggle that can lead to self-doubt, anxiety, and even burnout.
Discovering ADHD After 30 Years: Blake Oliver’s Journey and How It Has Shaped His Career
Diagnosed with ADHD as a child but unaware of it until adulthood, Blake’s journey is one of resilience, creativity, and adapting to a neurodivergent way of thinking that has shaped both his personal life and his career in public accounting.
Delegation, Breathwork and Pomodoro: Inside Linda Lee-Hahn’s ADHD Survival Kit
Diagnosed with ADHD as a child but unaware of it until adulthood, Blake’s journey is one of resilience, creativity, and adapting to a neurodivergent way of thinking that has shaped both his personal life and his career in public accounting.
Tax Season Wall of Positivity
Got a genius hack to survive tax season? Or maybe just a sprinkle of inspiration to keep the energy up?
Share it here! Let’s turn this season into a team-powered win.
Guides
The 5-Page Guide to Setting Up Workflow Automation That Works With Kellie Parks, CPB
Managing endless to-do lists and repetitive tasks can leave you stretched thin.
This free guide, created in collaboration with Kellie Parks, CPB, offers a simple, step-by-step approach to setting up automation that makes your business run smoother—so you can focus on what you do best.
The 5-Page Guide to Using GenAI Tools in Your Accounting Workflow with Mark Wickersham
If you’re not leveraging GenAI tools, you’re falling behind.
Imagine the stress, inefficiency, and missed opportunities that would result from not adopting these game-changing tools. This compact guide, created in collaboration with Mark Wickersham, will provide actionable steps for integrating AI into your workflow without headaches.
The 5-Page Guide to Accounting Workflow Automation Basics for Beginners with Heather Satterley, CPA
Manually handling every little accounting task can be exhausting, not to mention the errors that sneak in when you’re trying to do it all yourself. It’s like trying to juggle too many balls at once—eventually, something’s going to drop.
The 5-Page Guide to Accounting Workflow Automation Basics for Beginners with Heather Satterley, CPA
Manually handling every little accounting task can be exhausting, not to mention the errors that sneak in when you’re trying to do it all yourself. It’s like trying to juggle too many balls at once—eventually, something’s going to drop.
Important Deadlines
- Jan 15, 2026 – Q4 2025 Estimated tax payment due
- Jan 26, 2026 – Tax Season Begins (IRS starts processing 2025 returns)
- Feb 2, 2026 – W-2 and 1099s forms Due date for employers
- Apr 15, 2026 – Individual Tax Deadline
- Apr 15, 2026 – Deadline for filing an individual tax filing extension
- Apr 15, 2026 – Q1 2026 Estimated tax payment due
- June 15, 2026 – Q2 2026 Estimated tax payment due
- Sept 15, 2026 – Q3 2026 estimated tax payment due
- Oct 15, 2026 – Extension Deadline: Final date to file 2025 individual returns
- Jan 15, 2027 – Q4 2026 Estimated tax payment due
- Jan 26, 2025 – Tax Season Begins
- Jan 31, 2026 – Deadline to file 1099-NEC with the IRS (Non-employee compensation)
- Feb 2, 2026 – Deadline to send W-2s to employees and file with the SSA*.
- Mar 16, 2026 – Partnerships (1065) and S-Corps (1120-S) Deadline*
- Apr 15, 2026 – C-Corporation (1120) Deadline & Extension Request
- Sep 15, 2026 – Extension Deadline for Partnerships and S-Corporations
- Oct 15, 2025 – Extension Deadline for C-Corporations
