Generate Tax Checklist
Email your client's filing status, income types, life events, and prior year details. Get a personalized document checklist ready to forward to the client.
Draft an email
Subject
Fwd: New client Anil Mehta - complex return, coming in Thursday
Can you build a document checklist I can email him before Thursday?
---------- Forwarded message ---------
From: Karen Lindstrom <k.lindstrom@lindstromcpa.com>
Date: Mon, Feb 3, 2026 at 9:15 AM
Subject: New client Anil Mehta - complex return, coming in Thursday
New client intake notes for Anil Mehta:
Filing status: Married filing jointly
Spouse: Priya Mehta
W-2 income: Anil at $95,000 (software company), Priya self-employed graphic designer approx $60,000
Sold a rental property in Tucson in June 2025 (owned since 2019)
Two children ages 3 and 5, both in full-time daycare
Both contribute to HSAs through their respective coverage
Family moved from Arizona to Colorado in March 2025
Prior year: had rental income, took standard deduction, no estimated payments
He is coming in Thursday and wants to know exactly what to bring. I want to send him a complete list today so we do not waste the meeting.
Karen Lindstrom, CPA
Lindstrom Tax and Advisory
---------- Forwarded message ---------
From: Karen Lindstrom <k.lindstrom@lindstromcpa.com>
Date: Mon, Feb 3, 2026 at 9:15 AM
Subject: New client Anil Mehta - complex return, coming in Thursday
New client intake notes for Anil Mehta:
Filing status: Married filing jointly
Spouse: Priya Mehta
W-2 income: Anil at $95,000 (software company), Priya self-employed graphic designer approx $60,000
Sold a rental property in Tucson in June 2025 (owned since 2019)
Two children ages 3 and 5, both in full-time daycare
Both contribute to HSAs through their respective coverage
Family moved from Arizona to Colorado in March 2025
Prior year: had rental income, took standard deduction, no estimated payments
He is coming in Thursday and wants to know exactly what to bring. I want to send him a complete list today so we do not waste the meeting.
Karen Lindstrom, CPA
Lindstrom Tax and Advisory
.svg)
What is via.email?
AI agents that each lives at an email address. Just send an email to get work done. No apps. No downloads.
.svg)
How to use?
Send or forward emails to agents and get results replied. Try it without registrations. Join to get free credits.
Is it safe?
Absolutely, your emails will be encrypted, deleted after processing, and never be used to train AI models.
More power?
Upgrade to get more credits, add email attachments, create custom agents, and access advanced features.
Make email work for you.
Your first agent awaits - just one email away.
Try for free
join@via.email
Type name in subject and send.
