What is the Tax Checklist?
The Heard Tax Checklist is a form that's used to collect basic information needed in order to begin drafting your tax return. Based on the tax needs you have communicated to us for the 2025 tax year, we’ll use your answers from the Tax Checklist so that we may begin filing your tax form.
What will I fill out in my Tax Checklist?
You'll review your business's income and expenses and make sure your books are accurate.
You'll answer questions regarding any major life changes, as well as questions that pertain to possible deductions and credits you may qualify for.
What can I expect from the tax process once I’ve submitted my questionnaire?
- Your assigned tax preparer will reach out to you with additional questions once tax preparation has begun
- They will prepare a draft of your tax return
- They will let you know when your draft return is ready to be reviewed
This process will take 1-2 weeks once tax preparation begins. Once you receive an email from us indicating that preparation has begun, we ask that you remain available for the next 7 business days to address any questions in a timely manner.