Grady Tax Plus LLC/Tax Season Document Checklist

Need to Know Which Tax Documents you Need to file Your Tax Return?

  • Free

Tax Season Document Checklist

  • Download
  • 1 file

Ever asked yourself, "What documents do I need to file my taxes?" Then here's the Tax Season Document Checklist you've been waiting for. This 4-Page Document list out required documents you need to file your Tax Return no matter your tax situation. If you're unsure of what tax documents you need to file your return, then this comprehensive list is a great starting place for you.

Contents

Tax Filing Checklist (1).pdf
  • 202 KB

About The Founder

Chassidy Grady is a Licensed Clinical Social Worker and IRS Enrolled Agent with over a decade of experience in mental health. After years of clinical work, Chassidy transitioned into the Tax and Accounting industry to help Social Workers and Therapists be financially successful in business by keeping the IRS out of their pockets. As a two-time business owner, Chassidy understands the financial challenges faced by Social Workers and Therapists in Business. Honored as the 2023 Trailblazer in the Tax Industry, 2023 Bookkeeper of the Year, 2024 Finance Expert of the Year, and 2025 Girl Boss Tax Preparer of the Year, she is committed to empowering mental health professionals with financial clarity and confidence. Through education and consulting, she addresses the critical lack of financial training in the mental health filed. Using a Solution-Focused approach, Chassidy helps Social Workers and Therapists build a positive financial mindset and long-term business success through workshops, tax support services, and personalized guidance.

Want to learn more about our Tax Services?

Our Tax Services Informational Sessions are live, group-based Zoom calls designed for individuals and business owners who are considering working with Grady Tax Plus for tax preparation services.

Instead of one-on-one discovery calls, we walk you through our entire process transparently so you can make a confident, informed decision without wasted time on either side.

This is where clarity replaces confusion.

Choose Your Date

  • Free

Informational Session for 2026 Tax Services (February 18th)

  • Webinar
  • Feb 18, 2026 at 6:30 PM CST
  • 1-day access

Our 1 hour Informational Sessions are live, group-based calls designed for individuals/business owners who are considering working with us for tax preparation services. Instead of 1:1 discovery calls, we walk you through our entire process transparently so you can make a confident, informed decision without wasted time on either side. You only need to attend One: 1/7, 1/21, 2/4, 2/18, 3/4, 3/18, 4/1 at 6:30pm CST.

  • Free

Informational Session for 2026 Tax Services (March 4th)

  • Webinar
  • Mar 4, 2026 at 6:30 PM CST
  • 1-day access

Our 1 hour Informational Sessions are live, group-based calls designed for individuals/business owners who are considering working with us for tax preparation services. Instead of 1:1 discovery calls, we walk you through our entire process transparently so you can make a confident, informed decision without wasted time on either side. You only need to attend One: 1/7, 1/21, 2/4, 2/18, 3/4, 3/18, 4/1 at 6:30pm CST.

  • Free

Informational Session for 2026 Tax Services (March 18th)

  • Webinar
  • Mar 18, 2026 at 6:30 PM CDT
  • 1-day access

Our 1 hour Informational Sessions are live, group-based calls designed for individuals/business owners who are considering working with us for tax preparation services. Instead of 1:1 discovery calls, we walk you through our entire process transparently so you can make a confident, informed decision without wasted time on either side. You only need to attend One: 1/7, 1/21, 2/4, 2/18, 3/4, 3/18, 4/1 at 6:30pm CST.

  • Free

Informational Session for 2026 Tax Services (April 1st)

  • Webinar
  • Apr 1, 2026 at 6:30 PM CDT
  • 1-day access

Our 1 hour Informational Sessions are live, group-based calls designed for individuals/business owners who are considering working with us for tax preparation services. Instead of 1:1 discovery calls, we walk you through our entire process transparently so you can make a confident, informed decision without wasted time on either side. You only need to attend One: 1/7, 1/21, 2/4, 2/18, 3/4, 3/18, 4/1 at 6:30pm CST.

Need to Learn about Taxes for your Small Business?

  • Free

Understanding Small Business Taxes (January 28th)

  • Webinar
  • Started Jan 28 at 6:30 PM CST
  • 1-day access

🌟 FREE GENERAL ADMISSION (Valued at $525) Perfect for clinicians who want to learn the fundamentals without spending a dime. Free Access Includes: āœ” Full Access to the Live Training (valued at $525) āœ” Presentation Outline āœ” Access to the Private Facebook Community (priceless) Cost: $0 — yes, completely free. This is your opportunity to finally understand taxes in a clear, simple, therapist-friendly way.