Free resources

Get Your Free Industry Tax Deduction Checklist

Choose your industry and receive a practical checklist of potential business deductions and records to gather before tax time.

Coming in for an appointment? Start here instead

The general Tax Appointment Checklist — identification, income documents, business records, credits and the details that hold a return up when they are missing. No form, no sign-up.

PDF · 2 pages · free, no sign-up

A checklist is a starting point

Each list covers what commonly applies in a sector. None of them knows about the year you sold a property, took on a partner, bought a building or worked in two states — and those are the years where the difference between a good return and an average one is largest.

Every checklist also says so in its own words: it is a general organizer, not a ruling that an expense is deductible. What can actually be claimed depends on entity type, accounting method, business purpose, documentation, business-use percentage and current law. That is the part we do.

If you want your list applied to your actual numbers, that is what a tax preparation appointment is for, and the first conversation costs nothing. Call (864) 781-4035 or send us a note.

Bring the checklist. We'll do the rest.

Book a time with Elite Pro-Tax & Financial Services — in the Easley office or virtually.

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