Prepare a year-end package to hand off to the tax preparer

Help me assemble a year-end package for a client's tax preparer. Client and entity type: [e.g. "S corporation, one owner", "sole proprietor", "partnership with 3 partners"] Tax year: [YEAR] Accounting basis: [cash / accrual] What I have finished: [e.g. "all accounts reconciled through 12/31", "fixed assets updated"] Notable events this year: [new loans, asset purchases or sales, owner contributions/draws, new states, payroll changes, vehicle use, home office] What the preparer has asked for before: [PASTE their usual request list, if any] Build a package checklist covering: final trial balance, P&L and balance sheet, bank/card/loan reconciliations as of year-end, fixed asset additions and disposals with invoices, loan statements showing interest, owner draws/contributions and shareholder loan balances, payroll reports and year-end payroll forms, 1099s issued and received, sales tax filed, inventory count and valuation, prepaid and accrued items, and a list of meals, vehicle, and other items that may have special tax treatment. Return: 1. The checklist with status columns (Item | Included? | Location/file name | Notes). 2. A memo to the preparer summarizing the year's notable items and judgment calls I made in the books. 3. Open questions I should resolve with the client before sending. 4. A note of anything that looks like a possible tax issue for the preparer to evaluate, marked [FOR PREPARER REVIEW] - not tax conclusions.