Checklists & Preparation Guides
Download any of the guides below to prepare for your engagement. Each checklist walks you through exactly what to gather — so your books, taxes, and filings move forward without a hitch.
WA DOR Account Authorization Instructions
Step-by-step directions to add MeisterHoff & Associates as an authorized user in your Washington State My DOR account — so we can prepare and file your WA State tax returns on your behalf. Includes our SAW User ID and email.
New Client Onboarding Checklist
Everything we need to open your engagement — business info, prior records, access, and ID. Gather these before our first meeting so we can hit the ground running.
Year-End Tax Preparation Checklist
A complete list of the documents and records to collect before tax season — income, expenses, assets, and filings — so nothing is missed and nothing is late.
Monthly Bookkeeping Checklist
The recurring items to keep current each month — bank and credit card statements, receipts, payroll, and invoices — so your books stay clean all year long.
Payroll Setup Checklist
The information we need to get your payroll running accurately — employee details, wage rates, withholding forms, and pay schedules — from day one.
Business Startup Financials Checklist
What a new business needs in place financially — entity selection, accounts, bookkeeping setup, and tax registrations — to start off on the right foot.
Don't see the checklist you need? Reach out and we'll send you the right guide for your situation.
See where your business
actually stands.
Bring us your books, your questions, and your goals. We'll help you understand your numbers — and make better decisions because of them.