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.