This checklist covers key areas including:

• ✓ Entity structure and overall tax strategy alignment
• ✓ Accounting method, owner compensation, and profit distribution approach
• ✓ Eligibility for tax credits, including R&D and energy incentives
• ✓ Deduction strategies and depreciation opportunities, including cost segregation
• ✓ Multi-state tax exposure, including state income tax and sales tax obligations
• ✓ Cross-border considerations such as international reporting, transfer pricing, and GILTI or Subpart F exposure
  

See what can still be addressed before filing is finalized.