Setup: pull the year
List every rental, grab bank CSVs, Form 1098, property tax, insurance, and the rent roll. Give each property a folder so you stop hunting through texts in April.
The DIY Landlord’s Tax Prep Checklist
Get your books ready in one afternoon. We’ll email a practical checklist: pull the right documents, categorize expenses the way Schedule E is shaped, and hand your accountant a packet instead of a shoebox.
Email me the checklist
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Educational only — not tax advice. We’ll also send occasional landlord tips. Unsubscribe anytime.
What’s inside
Categorize by Schedule E line
Bucket income and expenses the way the form is shaped — advertising, travel, repairs (not improvements), insurance, utilities, depreciation — and flag gray-area items for your CPA.
Hand over a clean packet
Per-property totals, supporting docs, open questions, and a deadline blank. Your accountant does the tax work. You stop doing archaeology.
This checklist is educational, not tax advice. Rules depend on your facts, entity, and state. When something is fuzzy, write it down and ask a CPA — don’t guess on the return.