An 11-step Form 1120-S checklist for accounting firms, with the March 15, 2027 deadline, Form 7004 extensions, 8879-S and K-1s, plus a free template for every S-corp client.
A seven-step year-end payroll checklist for accounting firms covering W-2s, W-3, Q4 941 and Form 940, with 2027 due dates and a free template for every client.
A six-step 1099 preparation checklist for accounting firms, with 2027 due dates (February 1), the 2026 threshold change, and a free template for every client.
Your client work done on time, every time.
“Now I have a birds eye view of what’s going on in my firm, so I know what my team is doing, and what’s the status and updates for our clients.”Monica Hodgson-Daniels, CPA