The Easy
Tax Time Checklist

Self-employed and not sure how to prepare for tax time? The Easy Tax Time Checklist will help.

Gather and organize your tax info and items so you can easily file your tax return, or work with a tax professional.

A simple, easy-on-the eyes-way to track your tax preparation progress.

Tax time got you a bit lost?

  • You’re uneasy because you’re newly self-employed and don’t know what you need in order to file your tax return. (Or you’re not new, but still unclear.)

  • Tax time freaks you out because you feel so unprepared and unorganized.

  • You’re not sure if you have everything you need so that you can file your return and don’t know if anything is missing.

  • You wonder if you should hire a CPA, and if you do, what you need to give them.

The Easy Tax Time Checklist will help you get ready and get organized

  • A simple, easy to understand checklist tells you what you need to do, and what you need to prepare in order to file your taxes with confidence.

  • Walks you through the process, blocks out what you’ve completed, and has a progress bar to give you a sense of accomplishment. Feels almost as good as someone holding your hand!

  • Eliminates the feeling of not knowing what to do next.

  • When completed, you will have everything you need to hand off to a tax professional, or to help you file your own taxes.

  • Leaves you feeling prepared and organized, reducing tax time stress and overwhelm.

What you get

Immediate “forever access” to The Easy Tax Time Checklist (in Google Sheets)

Can be used year after year!

Assistance in totaling your self-employed income and expenses if you have not tracked your info throughout the year.

One Finance Mentoring Sessions with me
($250 Value)

One-on-one help from me, a living, breathing finance professional with 25 years of experience. I understand finances can be intimidating. I’ll help you set yourself up for success.

Discounts on my “Ask Me Anything” sessions.

Great for those times when you’ve got a finance question, but don’t know who to ask.

Everything listed above
$149.

Checklist only
$25.