Digital Products
Tax Toolkits
Ready-to-use spreadsheets, calculators, and checklists built to help you save money and stay organized at tax time.
Excel Spreadsheet
Self-Employed Expense Tracker
Track every business expense throughout the year with this easy-to-use Excel spreadsheet. Includes auto-categorization, mileage log, and a year-end summary ready for your tax preparer.
- Auto-categorized expense tracking
- Mileage log with IRS rate calculator
- Year-end tax summary
- 12-month dashboard
- Printable reports
Excel Spreadsheet
Rental Property Tax Calculator
Calculate your rental property income, expenses, depreciation, and net taxable income. Supports up to 5 properties and includes a Schedule E summary worksheet.
- Income & expense tracking per property
- Depreciation calculator
- Schedule E summary
- Supports up to 5 properties
- Capital gains estimator
Excel Spreadsheet
Quarterly Tax Estimator
Never miss a quarterly payment or get hit with underpayment penalties again. This calculator tells you exactly how much to pay each quarter based on your income.
- Safe harbor calculation
- Quarterly payment schedule
- Self-employment tax included
- Federal & state estimates
- Payment reminder dates
PDF Checklist
Small Business Tax Prep Checklist
A comprehensive checklist of every document, form, and piece of information you need to gather before meeting with your tax preparer — or filing yourself.
- 50+ item checklist
- Organized by category
- Printable PDF format
- Covers all business types
- Bonus: deduction reminder list
Excel Spreadsheet
Home Office Deduction Calculator
Calculate your home office deduction using both the simplified and actual expense methods — then choose whichever gives you the bigger deduction.
- Simplified vs. actual method comparison
- Square footage calculator
- Expense allocation worksheet
- IRS Form 8829 summary
- Year-over-year comparison
All 5 Tools + Bonus Guide
Complete Tax Planning Bundle
Get all five toolkits plus a bonus 20-page Tax Planning Guide — everything you need to take control of your taxes year-round. Best value for serious savers.
- All 5 spreadsheets & checklists
- 20-page Tax Planning Guide PDF
- Free updates for 1 year
- Priority email support
- Bonus: Tax Calendar 2025
Note: Digital products are delivered via instant download after purchase. All sales are final. Products are for educational and informational purposes only and do not constitute individualized tax advice.