If you ain’t using Preparer Notes, you leaving yourself wide open.

This guide shows you how I document every return so I can pull receipts if the IRS or a client ever come for me. Inside you get:

✅ Step-by-step on where to find & use Preparer Notes

✅ Copy-paste templates for HOH, Schedule C, rentals, rejects & more

✅ Blu’s Real Talk examples so you know exactly what to write

✅ A final checklist so you never send a return unprotected

💡 Blu’s Real Talk:

"If it ain’t written, it didn’t happen and I’m not losing money over sloppy notes."

Protect your name, your money, and your peace. Document like a boss.

If you ain’t using Preparer Notes, you leaving yourself wide open.

This guide shows you how I document every return so I can pull receipts if the IRS or a client ever come for me. Inside you get:

✅ Step-by-step on where to find & use Preparer Notes

✅ Copy-paste templates for HOH, Schedule C, rentals, rejects & more

✅ Blu’s Real Talk examples so you know exactly what to write

✅ A final checklist so you never send a return unprotected

💡 Blu’s Real Talk:

"If it ain’t written, it didn’t happen and I’m not losing money over sloppy notes."

Protect your name, your money, and your peace. Document like a boss.