Annual Tax-Season Readiness Check — Update / setup form (auth-only) for Accounting / CPA. Embeddable version — a transparent, chrome-free form that floats over your own website design (pair with the standalone version for a hosted page).

A short annual check-in so we can confirm what’s changed this year and gather what we need before we prepare your return. The more current this is, the smoother your filing.

What it collects (by section):

• What changed this year — Do we have your prior-year return on file? [choice: Yes / Partial / No]; Any new states this year? [choice: Yes / No / Unsure]; Any foreign income or accounts this year? [dropdown: None / Possible / Confirmed / Unknown]; Crypto / digital-asset activity this year? [dropdown: None / Personal only / Business / Both / Unknown].
• Income & ownership — Owner / partner count (current) [number]; K-1 recipients this year [number]; How are estimated taxes being handled? [dropdown: None / Quarterly / Annual true-up / Irregular]; Claiming a home-office deduction? [dropdown: Yes / No / Possible / Not applicable]; How is business mileage tracked? [dropdown: None / App (e.g., MileIQ) / Spreadsheet / Odometer logs / Other].
• Filing logistics — Will you need an extension? [choice: Yes / No / TBD]; Where are this year’s tax documents? [dropdown: Not started / In progress / Complete / Needs review]; Is this year’s engagement letter signed? [dropdown: Not sent / Sent / Signed / Expired / Superseded].
• Anything else — This year’s notes [long text].

Form type: Update / setup (up), auth-only. Niche: Accounting / CPA. Deployment: embed.

Best for / surface when: Accounting / CPA client workflow — annual tax-season readiness check.