Analysis of a Tax Return for Financial Planning Opportunities
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Analysis of a Tax Return for Financial Planning Opportunities

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Updated in November 2021, CPA financial planners developed this checklist to help you add value to your client relationships. This resource is best used by comparing this document to a client’s tax return on a side-by-side basis to identify key issues and planning needs for your tax clients. The checklist includes planning ideas and questions to consider in the following areas:

  • Demographics, dependents, and filing status

  • W2 income

  • Additional income and adjustments

  • Schedule B

  • Self-employment income

  • Schedule D

  • Schedule E

Download the analysis of a tax return checklist

File name: analysis-of-a-tax-return-checklist.pdf

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