By Ed Mendlowitz
Tax Season Opportunity Guide
Client ________________________ Year _____
Prepared By ___________________ Date _____
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Notes: 1) The term “owners” will be used to refer to stockholders, partners or members, as the case may be. 2) Even though “trial balance” is used in this checklist, you can use the company’s financial statements if those were what were used for the preparation of the tax return, or computer-generated statements.