SMALL BUSINESS TAX DOCUMENTS CHECKLIST

Get your tax documents ready

The tax experts at Block Advisors will help you understand your small business taxes, starting with the small business tax preparation checklist for 2023.

Are you a team of one? You’ve come to the right place — you can also use this as a self-employed tax checklist.

Get the expert tax help you need.

Do your own, with our help.

File anywhere, anytime

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Work with a tax pro.

Get matched with a local tax pro.

Make an appointment and gather your tax documents.

Meet at the office and follow along as your tax pro completes your taxes.

How Block Advisors can help your business.

Maximize your tax outcome

Our tax pros help grow your bottom line and put money back in your pocket by finding every available credit and deduction relevant to your industry.

Affordable expertise, year-round

Get personalized human help rightsized to where you are and where you want to go — for up to 30% less than the cost of a typical accountant.

Specialized in small business

Our small business certified tax pros have an average of 12 years of experience and undergo annual Block Advisors training to specialize in small businesses.

100% Accuracy Guarantee

We guarantee 100% accuracy on your taxes, bookkeeping and payroll and will reimburse you for penalties and interest if we make an error on your return.

† Average savings based on national average fees for Federal Form 1040 plus Schedule C and one state filing in latest available 2020 survey conducted by the National Society of Accountants. All tax situations are different. Pricing will vary based on individual circumstances.