Tax Resources

Plain-English guides & checklists.

Free tools built for individuals and business owners who want to feel confident before, during, and after filing.

Checklist

Individual Filing Checklist

Everything you need before your Form 1040 appointment.

Guide

Freelancer & 1099 Deduction Guide

The categories most freelancers overlook — and how to document them.

Calendar

2026 Key Tax Deadlines

Quarterly estimates, extensions, and filing dates at a glance.

Guide

S-Corp vs. LLC: Which Is Right For You?

A plain-English breakdown of the tradeoffs.

Guide

Bookkeeping 101 for Small Business

How to keep your books audit-ready without spending your weekends on QuickBooks.

Guide

IRS Notice? Here's What to Do.

Step-by-step for handling common IRS letters without panic.