Many forms and checklists below are provided as Adobe PDF Fill-in forms and can be filled in and printed from Acrobat Reader. These forms may contain Javascript. If you need a different format, please ...

There really aren’t many things in life that rival the excitement of getting engaged, but once all the initial butterflies wear off, reality sets in — and the realization of how much work you have ...

My updated Word file of checklists is now available. There are 190 tax season, practice management and personal tips checklists on 328 pages in a usable searchable Word format. I added 12 checklists ...

It’s never a good idea to rush head-first into a new project if you haven’t completed the necessary preparation first. You may miss something, forget your overarching goal, or simply find it difficult ...