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. Note: please open the checklist in Adobe Acrobat to use the fillable functionality.
The checklist includes planning ideas and questions to consider in the following areas:
Demographics, dependents, and filing status