Stop Scrambling for Documents. Get Tax-Ready Fast.
The complete, step-by-step checklist business owners need to file accurately, avoid delays, and stop worrying about "missing something."
This is the bulleted list that sells the value of the free PDF. Use this section regardless of which headline you picked.
What’s Inside The 2026 Prep-Pack: Instead of digging through shoeboxes and guessing, use this checklist to gather the right data the first time.
- ✅ The "Ghost" List: The 5 specific documents business owners forget that stall returns for weeks (contracts, loan statements, and more).
- ✅ S-Corp Essentials: The critical "Health Insurance" step you must take on your W-2 to keep your deduction valid.
- ✅ The "App" Trap: Which 1099s you need from apps like Robinhood, Coinbase, and PayPal to avoid an automated IRS letter.
- ✅ Audit-Proofing: Exactly what proof you need for charitable gifts and large asset purchases.
Created by Trevor Densmore, Founder of TJD Accounting & Tax I help 6-and-7-figure business owners move from "financial chaos" to "tax-ready confidence." I built this checklist because I was tired of seeing clients stressed out by April 15th simply because they didn't know what to prepare.
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