Desk Reference Guide and January Checklist
The Desk Reference Guide puts the most commonly used tax law numbers for TY 2025 in one convenient place – including key rates, deductions, credits, and thresholds – so you can work faster and with confidence throughout tax season.
Pair that with our January Checklist, designed to help tax offices stay organized during one of the busiest months of the year. From operational readiness to workflow planning, this checklist helps reduce back-and-forth, streamline processes, and keep your office running smoothly.
By completing the form below, not only will you get these great resources, but you will also have access to our “What to Bring to Your Appointment” checklist for your taxpayer clients.
Get the Free 2024 Tax Season Desk Reference Guide!
Quickly reference important tax topics such as Due Diligence Requirements, TaxPayer Filing Requirements, Standard Deductions, EIC breakdowns, Individual and Corporate Tax Rate Schedules, and more!
February Tax Season Readiness Checklist
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Desk Reference Guide
Discover everything you need to run a smooth professional tax preparation business during tax season. From software and banking setup to training and marketing tasks, make sure your tax business is ready by downloading your February Tax Season Readiness Checklist.
By completing the form below, not only will you get this great resource, but you will also have access to our 2025 Tax Season Desk Reference Guide and “What to Bring to Your Appointment” checklist for your taxpayer clients.