Free tax guides and checklists
Printable, plain-English tools to help you keep more of your money. Free to download, no obligation. When you are ready, a real preparer handles the rest.
Tax Deduction Finder Quiz
See the deductions you likely qualify for in 60 seconds.
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Refer now →47 Self-Employed Deductions Most People Miss
A free printable checklist for freelancers, gig workers, and 1099 earners. Stop overpaying...
Get it free →The Tax Document Checklist: Everything to Gather Before You File
One printable list of every form and record you need, so filing is fast, accurate, and str...
Get it free →1099 vs W-2: What You Actually Owe
Just went 1099 or started gig work? Here is the tax trap nobody warned you about, in plain...
Get it free →2026 Estimated Tax Deadline Tracker
Never miss a quarterly payment. A free printable tracker with every 2026 due date for self...
Get it free →Small Business Tax Document Checklist
For Schedule C, LLCs, and small business owners. Gather everything once, file with every d...
Get it free →The Crypto Tax Cheat Sheet
What is taxable, what is not, and what triggers an audit flag. Free plain-English guide fo...
Get it free →The W-2 Refund Maximizer Checklist
Make sure you claim every credit and deduction you qualify for. Free checklist for W-2 emp...
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