December Pre-Season Readiness Checklist

Discover everything you need to ensure you are ready to run a smooth professional tax preparation business when the tax season begins. From software and banking setup to training and marketing tasks, make sure your tax business is ready by downloading your December Pre-Season Readiness Checklist. Also included this month is a "What to Bring to Your Appointment" checklist for your customers!


By completing the form below, not only will you get these great resources, but you will also receive our January and February Readiness Checklists when they are released!