• TAX PREPARATION CHECKLIST

    Small business tax prep starts with a checklist

    Block Advisors is here to help you stay organized with our checklist, or you can create one tailored to your business in minutes.

  • Checklists created with your business in mind

    Hit the ground running with a customized tax prep checklist for your business.

  • Home service pros

    Built with the docs needed to file as electricians, plumbers, tradespeople, and more

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  • Caregivers

    Packed with info to help in-home caregivers to children or adults get the most out of their taxes

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  • Realtors

    Designed to optimize taxes for commercial or home realtors, or property managers with no details spared

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  • General small business

    Created to help self-employed and small business owners prepare for tax season

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  • Get the expert business tax help you need

Small business tax checklist FAQs

You can download a PDF version of our tax preparation checklist for small business here. Keep in mind, you may need to bring more information with you than you have in years passed due to the new One, Big, Beautiful Bill Act.

Block Advisors will help you get you every credit and deduction possible for your small business. We guarantee your maximum refund and 100% accuracy, guaranteed.

While all businesses vary, there are some common deductions that may apply to your small business. Remember, a business expense must be both ordinary and necessary. “Ordinary” means it’s common and accepted in your industry. “Necessary” means it’s helpful and relevant to your business.

Customize your checklist

To prep for your appointment, you can customize your small business tax checklist or download a PDF version of our small business tax prep checklist. Keep in mind, you may need to bring more information with you than you have in years passed due to the new One, Big, Beautiful Bill Act. 

Customize your checklist

The IRS generally allows you to deduct up to $5,000 in qualifying startup costs in the year your business officially begins operating, even if you paid those expenses earlier. Eligible costs are those that would normally be deductible if incurred after your business started. Costs for assets that must be depreciated don’t qualify. If your startup expenses exceed the allowed deduction, the remaining amount must be spread out over 15 years. Corporations and partnerships may also deduct up to $5,000 in organizational costs in their first year.