CPA-built checklists, free

The same checklists our team runs for clients — enter your email once and every download unlocks instantly.

One email, all three PDFs — plus one practical guide a week. Unsubscribe anytime.

For non-residents

Every federal, state and banking filing a non-resident-owned US LLC needs — including the $25,000-penalty Form 5472 discipline.

All businesses

Every date that matters this year — returns, quarterly estimates, payroll and common state deadlines, month by month.

New founders

Bank account, bookkeeping, tax posture and operating discipline — in the order that avoids rework.

Checklists are the map. We're the driver.

Everything on these lists is work we do for clients daily — flat fees, CPA & EA reviewed.