Client intake checklist for peak season

Not tax advice. Operational checklist for firms handling seasonal volume.

1. Capture entity type and filing season urgency without diagnosing tax positions.
2. Request ID, prior-year return availability, and bookkeeping status as documents — not advice.
3. Route complex entities to licensed review queues early.
4. Track missing docs with a single packet list.
5. Set SLA expectations for first response in writing.

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