Analysis of a Tax Return for Financial Planning Opportunities
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Analysis of a Tax Return for Financial Planning Opportunities

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CPA financial planners developed this checklist to help you add value to your client relationships. This checklist is best used by comparing this document to a client’s tax return on a side-by-side basis to identify key issues and planning needs for your tax clients. Besides the Form 1040, the checklist also considers:

  • Schedule A for itemized deductions,

  • Schedule B for interest and dividend income,

  • Schedule C for self-employed individuals,

  • Schedule D for any capital gains/losses,

  • Schedule E for rental income,

Download the analysis of a tax return checklist

File name: analysis-of-a-tax-return-checklist.pdf

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