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Free Tools

As part of our commitment to helping tax businesses run efficiently and profitably, in addition to our blog posts we often reference free tools that we make available to everyone. 

Checklists & Reference Sheets

Bloomberg Tax - 2024 / 2025 Quick Tax Reference Guide (PDF) - A practical resource to help you plan and comply with the latest tax codes

Customer Preparation Checklist (Link) - Stay organized and help your customers prepare for their appointment with you. We also provide access to a downloadable version that you can customize and rebrand

Calculators & Quizzes

Tax Business Scorecard (self-assessment) - Take this short quiz to see if your tax business is at risk

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