Stop writing tax client intake checklists from scratch.

What it does

January through April is when independent tax practitioners lose 20-40 minutes per client just writing the intake email and the document checklist. Multiply by 80, 150, 300 clients and that's a week of billable time gone to clerical work. This tax client intake form generator takes the client's prior-year profile — return type, schedules present, entity types, carryovers, foreign accounts — and produces a personalized intake package in one pass: a client information sheet with life-event checkboxes and schedule-specific sections, plus a document checklist organized by Schedule A, B, C, D, E (Parts I and II), F, K-1s, FBAR, and any forms triggered by the prior return. This isn't a generic 'gather your W-2s' checklist. A Sch C client gets a 1099-NEC/1099-K reconciliation reminder, mileage method election questions, Section 179 / bonus depreciation election prompts, home office method choice, SEP-IRA / Solo 401(k) contribution prompts, and the SE health insurance deduction check. A Sch E Part I client gets per-property fields, repair-vs-improvement guidance, depreciation schedule pull-forward, and the passive loss carryover from prior 8582. A K-1 recipient gets outside basis tracking, at-risk documentation, and the Box 17V / 20Z QBID prompt. Foreign accounts trigger the FBAR maximum-balance question, the Form 8938 threshold check, and the treaty-position disclosure for foreign pensions. Four bundled references run quietly in the background: schedule-document-matrix.md (loaded every invocation, mapping every schedule to required documents), self-employed-checklist-detail.md (Sch C, F, 8829 deep dive with 2024 figures), passthrough-and-rental-detail.md (Sch E Parts I and II, K-1 basis, NIIT, material participation), and foreign-asset-checklist.md (FBAR, 8938, FEIE, Form 1116, Forms 5471/8865/8858). Output goes out as a print-friendly HTML artifact, a plain-text version for paste-in-place, and a CPA notes block flagging assumptions and high-risk discussion items for the organizer call. It will not give audit defense advice — that's E&O or tax controversy counsel territory — but it will assemble the documentation organizer for an examination.

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