Resources

Licensing & Compliance

  • Contractor’s License Renewal Checklist (PDF)
  • State Contractor Licensing Requirements Overview
  • Bonding Documentation Template / Checklist
  • Financial Statement Requirements for Licensing

Tax Planning & Filing

  • Construction-Focused Year-End Tax Prep Checklist
  • 1099 Contractor Reporting Guide
  • Document Checklist for Tax Return Preparation
  • Estimated Tax Payment Schedule for Contractors (PDF)

Audit & Assurance

  • Audit Prep Checklist for Contractors
  • Banking & Bonding Financial Statement Guide
  • What to Expect During a Financial Review – Client Guide