Tax Prep Checklist Bundle — Self-Employed, Landlords & 1099 Contractors

Tax season doesn't have to be stressful. Be prepared before your accountant asks.

This comprehensive tax prep checklist bundle was created by a CFP® and accounting professional to ensure self-employed individuals, landlords, and 1099 contractors never miss a deduction or scramble at the last minute.

Three versions — one for each taxpayer type — with specific line items tailored to your situation.

Bundle Contents

📋 Checklist 1: Self-Employed / Business Owner

• Income documentation (all revenue sources)
• Home office deduction calculator & eligibility guide
• Vehicle mileage log & deduction worksheet
• Business expenses by category (50+ deduction line items)
• Health insurance deduction tracker
• Retirement contribution guide (SEP-IRA, Solo 401k)
• Quarterly estimated tax payment tracker

🏠 Checklist 2: Landlords & Rental Property Owners

• Rental income tracker (all properties)
• Rental expense categories — repairs, management fees, insurance, mortgage interest
• Depreciation worksheet (residential & commercial)
• Passive activity loss rules — simplified explanation
• 1031 exchange reference guide
• Short-term rental (Airbnb/VRBO) specific rules

💼 Checklist 3: 1099 Contractors & Gig Workers

• All 1099-NEC income reconciliation sheet
• Platform income log (Uber, Upwork, Fiverr, etc.)
• Deductible expenses specific to contract work
• SE tax calculator and explanation
• App & software deductions (often missed)

Also Included

• 🎁 Year-End Tax Planning Checklist (December actions to reduce your tax bill)
• 🎁 "Questions to Ask Your Tax Preparer" guide
• 🎁 IRS deadlines calendar

Format: PDF + Excel | Instant Download
Created by a CFP® & Accounting Professional | Not legal or tax advice