Free download

The Tax Filing Readiness Kit

Pulls together the documents checklist, a worksheet for comparing software by your actual situation, and the questions worth asking before you pay for anything.

  • A document checklist by income type — W-2, self-employed, rental, investment
  • A worksheet for comparing two software options by total cost, not just the headline price
  • The questions to ask before choosing audit protection or a paid tier
  • Official IRS sources for eligibility and deadlines

No payment, no account, no waiting for an email — the PDF downloads the moment you submit.

CalculatorsFree kit