Art of Accounting: Free checklists for tax season

Register now

Every year I update my “Tax Season Checklists” and the new ones are ready. They are free and are provided in a Word file so you could download and use them anyway you want. Just email me at GoodiesfromEd@withum.com.

There are 84 checklists with some pages that can be blown up and used as posters in your office. This is my way of giving back to the profession. We are not in this alone, and if colleagues did not assist me along the way, I am certain I would not have been as successful as I was.

In addition to the Tax Season Checklists, I also created a “Getting Your Affairs in Order Tool Kit” with 22 checklists that can be filled out by you and your clients to help get your affairs in order. This too is available and will be sent along with the Tax Season Checklists.

In addition to the checklists, I am presenting two programs that people local to New Jersey can attend for free. The first is a “Getting Your Affairs in Order Workshop” on Sunday, Feb. 3, from 10:00 to 11:00 in Old Bridge, N.J. There is no CPE credit for this. This is my 39th Annual Financial Program. The second is a five-hour “Pre Tax Season Withum Partners’ Network” CPE program on Feb. 4 from 5:00 to 9:40 in East Brunswick, N.J., and will qualify for five CPE tax credits. This is our 30th Anniversary program. If you want to attend either or both, send me a separate email ASAP at GoodiesFromEd@withum.com and I’ll send you the particulars.

Enjoy tax season. I will. I always do!

Edward Mendlowitz, CPA, is partner at WithumSmith+Brown, PC, CPAs. He is on the Accounting Today Top 100 Influential People List. He is the author of 24 books, including “How to Review Tax Returns,” co-written with Andrew D. Mendlowitz, and “Managing Your Tax Season, Third Edition.” Ed also writes a twice-a-week blog addressing issues that clients have at www.partners-network.com along with the Pay-Less-Tax Man blog for Bottom Line. Ed is an adjunct professor in the MBA program at Fairleigh Dickinson University teaching end user applications of financial statements. Art of Accounting is a continuing series where Ed shares autobiographical experiences with tips that he hopes can be adopted by his colleagues. Ed welcomes practice management questions and can be reached at (732) 964-9329 or emendlowitz@withum.com.

For reprint and licensing requests for this article, click here.
Tax season Tax practice Continuing education Ed Mendlowitz WithumSmith+Brown