Resources | 4U Tax-Pros

Welcome to Your Tax & Business Resources

Download free tools, checklists, and planners to help you prepare, organize, and grow — plus access exclusive resources for members.

Tax Recovery Checklist

Step-by-step guide to resolve past tax issues and get back on track.

Small Business Planner

Organize your finances, track expenses, and plan your tax strategy

Quarterly Tax Reminder Calendar

Never miss a tax deadline again — keep your quarterly dates handy.

Year-End Tax Prep Checklist

Make tax season stress-free with this list of must-have documents and deadlines.

Mileage & Travel Deduction Log

Track every mile and trip to maximize your travel-related tax deductions.

New Client Welcome Checklist

Everything new clients need to get started, in one simple list

New Business Startup Checklist

Step-by-step guide to legally set up and launch your business the right way.

Year-End Financial Checklist

Close out the year strong — review finances, taxes, and business goals in one easy list.