The checklists and worksheets we use internally, cleaned up and given away. No charge, no drip campaign: just the resource and a confirmation email.
PDF · 12 pages
Everything to review before December 31, ordered by deadline: reconciliations, owner transactions, fixed assets, retirement contributions and the elections that expire at year end.
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XLSX · Editable
Enter your net profit and target salary and the worksheet calculates the self-employment tax saving against the real added costs of an S corporation election.
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PDF · 6 pages
The seven-point checklist our team runs before every close, in order, with what each item is really telling you when it fails.
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PDF · 9 pages
Set-aside percentages, the 2026 quarterly deadlines, a deductible expense list by category, and the substantiation each one actually requires.
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PDF · 5 pages
Combined rates, the $5,000 surtax cap worked through with examples, the taxable services list, and the economic nexus thresholds for every state you might sell into.
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PDF · 8 pages
A notice-by-notice decode table, response templates, the deadline rules that actually matter, and how to request first-time penalty abatement.
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Our Insights library covers the same ground in more depth, and it is updated as rules change.
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