Free Checklists
Printable. CPA-authored. Free.
Step-by-step checklists you can print, work through, or hand to your accountant. Use them in place of (or alongside) an engagement with Rubric Financial.
Decision checklist
S-Corp Election Decision Checklist
The 18-item checklist to decide whether the S-corp election is right for your LLC — and the documentation you need to defend it.
Annual checklist (refreshed for 2026)
Year-End Tax Planning Checklist — 2026 Edition
Twenty-five action items to optimize your tax position before December 31. Organized by income tier, entity type, and personal situation.
Filing walkthrough
BOI (Beneficial Ownership Information) Filing Walkthrough
The complete step-by-step for filing your FinCEN BOI report — for first-time filers, entity changes, and ongoing compliance.