Prepare the questions.
Organize the next step.
Choose an answer to each question to build a practical preparation checklist. No tax amounts or readiness score are calculated.
Use broad choices only. Do not enter names, tax IDs, account numbers, financial amounts, or documents. Your choices stay in this open page and clear on refresh.
A PRACTICAL PREPARATION GUIDE
Prepare for a tax review
The interactive checklist requires JavaScript. You can still prepare for a professional review using the steps below.
Notice or deadline?
If you have an IRS/state letter, a late or missing return, or an approaching deadline, contact a qualified tax professional promptly. Check the actual date on the relevant notice or filing information. Do not wait until every document is assembled.
- Identify the tax year, return type, and question you want reviewed.
- Locate prior returns and available income or business records.
- List missing records and any unreconciled accounts.
- Include entity, payroll, and owner-payment records when relevant.
- Use the contact or consultation options to discuss next steps; do not send sensitive records through an ordinary website form.