1. MomofTwoPreciousGirls says

    Thank you for being in my head! I was totally searching all over the google this week trying to find something that would brighten up my tax prep!

  2. Jamie (@va_grown) says

    Thanks for sharing this! It will be a big help getting ours done too. We go to someone, but I still have to have everything in order. I can always just add a few notes to the back for our personal needs.

    • Kalyn Brooke says

      I think CPA’s are very surprised when they have someone who is super organized with their taxes, but it makes things go so much smoother and faster. The notes on the back is a great idea too!

  3. nancy hurt says

    This sounds great to have for next year. I just brought my bookwork to my CPA this week, but I am getting organized more and more, so this will be a big help.
    thanks so much.

    • Kalyn Brooke says

      The e-mail sign up system is having technical issues but once it is back up you will receive it in your e-mail to print from there! I’m so sorry for the inconvenience!

  4. Jessi says

    I like to be in control when it comes to money so I never let anyone else handle my taxes. I’ve done my own taxes since I was a teenager but this year, it’s a bit more complicated! I own my own business, am an independent sales consultant on the side and my husband is an independent contractor. Makes my job as the in house accountant (not really, but I can use a calculator and read instructions) a lot more interesting this year!

  5. Holly says

    This would be so helpful! Thanks for sharing…(Is this where I leave my email address to receive the download?)

    • Kalyn Brooke says

      Kim, you should be able to put your email in the box above {in the post}, and it will send one automatically to your inbox. Let me know if it doesn’t work and I will gladly send one your way!

  6. kim Franzman says

    Thanks for your response, I did try my email on the website multiple times and it gave me an error everytime. If you could send me one I would appreciate it!

  7. Gerri Barron says

    I use to do our own taxes…but then everything started to change and I couldn’t keep up with it all…and I started keeping a baby…I was so surprised at the deductions that I wasn’t getting…at the time I was doing our taxes my husband was a fire fighter, there were things we could use that I didn’t know about, along with the baby sitting expenses….anyway all that said we use a “tax man” now and he is GREAT…saves us lots of $$…even my oldest son who is living with us uses him….I try to make sure I have all the papers but this list will sure help….thanks and I really like your site 🙂

    • Kalyn Brooke says

      Thank you for your sweet comment, Gerri, and I hope the tax checklist helps! I have found my stress level reduce drastically just by hiring out.

  8. Beth says

    Can’t access the Tax Prep Checklist but would love to. Can you send a direct link. Note: I can access other printables. Thanks for all your info.

  9. Virginia says

    i clicked on the link to confirm my subscription, but never got the Tax Sheet Checklist, can you please send to me?

  10. Em says

    Hi! I tried to download a copy of the checklist, submitted my name and email but didn’t get the form!

    It sounds great! I’d like to try it this year.


  11. Mandy says

    I have been looking for a better way to organize my taxes during the year. I like the plan to mark items off as you get them. I will be trying this checklist out this year for sure.

  12. Correy Smith says

    Oh, I remember my first time of doing tax preparation after coming out of high school and being in an actual full time job. It sure was quite an experience that got me thinking about why it wasn’t taught in high school. I guess it’s a part of life in growing up and becoming an adult.

  13. Tammy Moretz says

    I’m starting to set up at Craft Shows again after more than 20 years. Just want to make sure I keep everything for those taxes! Thank you so much for this printable. It’s really sweet of you to bless others with your efforts. We hope you have a happy and blessed New Year!

    • Kalyn Brooke says

      You’re welcome, Tammy!! I hope you really enjoy your “new” {‘repeat’ may be a better word?} adventure and I’m glad the printable will help you make the paperwork a little bit easier.

  14. Kristen says

    I signed up for your blog but have not received the checklist. I would greatly appreciate if you could email me the file at your earliest convenience. Thanks for all your great work.

  15. Maxine Upchurch says

    Thank you for the information it was very helpful and it confirmed I have been correctly completing my tax clients returns in accordance with irs code. I requested a copy of your tax checklist to my email didn’t let me submit. Would you send me a copy please to my email listed.

    Have a question that I can’t seem to find anybyoubtub videos on or anyone who bus willing to help me without charging an consult fee. My question is have a client who have a net loss on their schedule c and she asked if I new anything about the not carry forward or carry back rule. I couldn’t find the and of what’s the requirements and how to process the nol is there anyway you could post something about that or may a website I could go to . I looked on irs pub but I was very confused.

    Thank you
    Maxine Upchurch

  16. Kim Harris says

    I filled out the form, but I haven’t received anything. Could you send it to me? Thank you in advance for your help!

  17. Maddie says

    It won’t let me download anywhere. I’ve actually had this problem with another download as well. Is it because I’m on my cell? Thanks so much!

  18. Maddie says

    I cant figure out how to download the form. I actually had this problem on another post as well. Is it because I’m on my cell? Thanks so much!

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