All the Tools You Need to Speed Up Tax Prep
Grab Anita Monrroy’s curated toolkits perfected over 22 years and used today at the CPA firm.
Corporate Tax Preparation Guides
Form 1120S Tax Preparation Checklist
Everything you need to collect for a clean S-Corp return—on one page. This checklist covers Basic Info, Shareholders, Documents Received, Business & Financial Records, and Asset Records (acquisitions, disposals, mileage), so you can scope work, prevent rework, and file confidently. You’ll get: Clear intake prompts for shareholder data, ownership changes, and officer compensation Financials checklist (TB, P&L, Balance Sheet) plus payroll/1099 reporting Multi-state guidance (sales, payroll, property by state) Asset and vehicle sections ready for your depreciation and mileage workflows Printable, desk-side reference for team and client onboarding
$7.99 USD
Form 1120 Tax Preparation Checklist
Collect everything you need for a clean C-Corp return—fast. This one-pager covers Basic Info, Shareholders, Required Documents, Financials, and Assets (acquisitions, disposals, mileage), so you can scope work, prevent rework, and file confidently. Note: This is the exact checklist Anita Monrroy, CPA, EA uses at Mis Centavos in her corporate tax workflow. You’ll get: A clear intake list for Form 1120 (federal & multi-state considerations) Prompts for ownership changes, carryovers, payroll, and inventory Asset details (basis, service dates, depreciation) ready for your tax software A printable, desk-side reference for team and client onboarding
$7.99 USD
Form 1065 Tax Preparation Checklist
Collect everything you need for a clean partnership return—on one page. This checklist covers Basic Business Info, Partner Details (ownership %, capital, loans, guaranteed payments), Documents Received (1099s, K-1s), Business & Financial Records (TB, P&L, Balance Sheet, payroll, 1099/W-2 summaries), Multi-State reporting (sales, payroll, property), Inventory, and Asset Records (depreciation, acquisitions/disposals, vehicles & mileage). Use it to scope work, prevent rework, and file confidently. You’ll get: Clear intake prompts for partner data, ownership changes, and contributions/withdrawals Accounting artifacts checklist (year-end bank/CC statements, TB, financials, payroll tax reports) Multi-state worksheet guidance and inventory details for COGS Asset/depreciation and vehicle sections ready for your tax software
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- Bookkeeping Client Intake
- Form 1065 Partnership Checklist
- Nonprofit Dissolution Letter Template
- Head of Household Eligibility Flowchart
All the Tools You Need to Speed Up Tax Prep
Grab Anita Monrroy’s curated toolkit—perfected over 22 years and used today at her CPA Firm Get the Bookkeeping Intake, 1065 Checklist, Nonprofit Dissolution Letter, and HOH Flowchart to collect complete info on the first try and file with confidence.
