Home service pros
Built with the docs needed to file as electricians, plumbers, tradespeople, and more
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.
Caregivers
Packed with info to help in-home caregivers to children or adults get the most out of their taxes
Realtors
Designed to optimize taxes for commercial or home realtors, or property managers with no details spared
General small business
Created to help self-employed and small business owners prepare for tax season
Get the expert business tax help you need
At home, in office, or drop off
- Work with a local tax pro in office or from home
- Tax expertise up to 30% less than a typical accountant or CPA
- Year-round small business tax support — 100% accuracy guaranteed
- Includes profit and loss statement and tax savings analysis
- File yourself online any time, on any device
- Get help from a live expert & our AI Tax Assist
- Simple income reporting
- Easily upload your business tax docs from phone, computer, or tablet
Unlimited help is here if you need it
Tax help included in Deluxe, Premium, and Self-Employed do-it-yourself products.
Put the power of AI to work and get real-time assistance at any step of your tax prep.
Expert support for your small business, all in one place
Work with experts
Our small business certified tax pros back every return with 70+ years of experience and a 100% Accuracy Guarantee.
Convenience your way
File anytime, anywhere — online, in person, drop off or DIY — with year-round support to fit your schedule.
Complete suite of services
Get tax, bookkeeping and payroll help all in one place, so your business can save time and money.
Value you can trust
Access expert tax and business support for up to 30% less than a typical CPA or accountant.
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.
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.
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.