Your Personal Checklist

Not sure what to bring? We'll build your list.

Answer a few simple questions and get a checklist made for your situation, with plain-English help on every item. Not sure about something? Tap "Not sure" and we'll walk you through it. No judgment, ever.

You're signed in. Your private folder is ready.

Build your checklist below, and upload each document as you go. Nothing you upload is visible to anyone but you and our team.

🔒 How we protect your documents

Encrypted in transit. Everything you send travels over a secure HTTPS connection.
Your own private folder. Only you and the FL Tax Experts team can open it. No other client can ever see it.
Stored on Google's secure infrastructure (Google Workspace), encrypted at rest.
No documents by email. Your files go straight into your private folder, so Social Security numbers never sit in an inbox.
A sign-in link that is just yours. It expires after 30 days. Don't forward it, because anyone holding the link can open your folder. Lost it? Request a new one any time.

Step 1: What describes your year?

Check everything that fits. You can come back and change it anytime.

Step 2: Your checklist

For each item, tap one: Got it, Not sure, or Don't have it. "Not sure" opens help right there. Items you asked us to walk you through come one at a time, with the help already open.

Step 3: All set? Let us know.

Anything you marked "Not sure" or "Don't have it" is okay. We'll help you with it.

Please don't type Social Security numbers or account numbers here.

Walk me through it step by step

Stuck on something? That's what we're here for.

Call for a free review. We'll sort out what you have, what you don't, and what to do about it.

Call (727) 300-1676