2025 Income Tax Checklists Available Now!
The 2025 tax filing season is underway. Every year, AFSG provides you with detailed checklists to help you stay organized and up to date on the current tax laws. Below are links to our 2025 checklists, worksheets, and virtual appointment options.
In July 2025, a major tax legislation, commonly referred to as the One Big Beautiful Bill Act (OBBBA), was signed into law. For a full overview of the new tax law and how it might affect your return and tax preparation rates, read our blog post: 2025 TAX LAW CHANGES.
TAX CHECKLISTS
From your phone, tablet, or computer, click the link to the form you want to submit. Answer the questions to the best of your ability; the checklist will adapt to your answers. Upload PDFs, photos from your cell phone, or even QuickBooks files directly to your checklist.
If needed, these forms are all printable from your web browser, however, submitting electronically is more efficient and safer than emailing. Try our new AI Agent, Emily! She will walk you through each checklist or form you need to submit!
AI AGENT:
INDIVIDUAL TAX CHECKLISTS:
- New Client Individual Tax Return Checklist – 2025
- Returning Client Individual Tax Return Checklist – 2025
CORPORATE TAX CHECKLISTS:
ADDITIONAL TAX WORKSHEETS:
Existing clients, we updated the checklists to make them easier for you! Remember you can also upload your tax documents directly to your AFSG Client Portal (via web or using the “Canopy Client Portal” mobile app). We still want your completed checklist with notes to ensure you aren’t missing any new tax credits or deductions.
New clients, once we receive your checklist and documents we will invite you to your own client portal.
VIRTUAL, PHONE, IN-OFFICE APPOINTMENTS
Our tax preparation appointments are available via phone, zoom, or in the office. We must receive ALL of your tax documents at least 48 hours prior to your appointment. Visit our Bookings Page to make an appointment.
For additional help accessing the checklists or your client portal, please call our office 954-933-1558.
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Frequently Asked Questions
Tax checklists help you gather the right documents before filing—income forms, deductions, and credits—so nothing is overlooked. AFSG’s customized checklists save time, prevent errors, and ensure you’re fully prepared for your tax appointment.
Yes. AFSG offers tailored checklists for individual taxpayers, small business owners, and corporations. Each version outlines the exact records, receipts, and forms needed for an accurate and efficient tax filing.
Absolutely. You can download printable versions directly from our website or request a personalized digital copy via email. AFSG updates all checklists annually to reflect the latest IRS requirements and deductions.
Tax worksheets track income, expenses, and deductions throughout the year. By completing them quarterly, you can identify tax-saving opportunities early and make adjustments before year-end. AFSG helps interpret your data for proactive planning.
If a document is missing, AFSG can help you request copies from employers, banks, or the IRS. We’ll verify which items are essential and which can be substituted with supporting records to complete your return accurately.