Download today to Get the The 2026 Tax Return Checklist

Inside, You’ll Discover:

20 checks to run before you file a 2026 return, covering write-offs for equipment and buildings, business interest, R&D, QBI, PTET, and stock sales

39 questions to send your clients now, 20 for individuals and 19 for business owners, written so clients can answer them without calling you

Three deadlines still open this year, including one on October 15 and two on December 31

What went away and what took its place: expired EV and home energy credits, a closed amendment window, and more

Wording you can send with the return when a client's answers point to a planning conversation