Check Out These Resources
Safe Harbor vs. Current-Year projection, SE tax, state rate input, and quarterly due dates.
Total cost vs. savings, ROI %, payback period, and NPV with a discount rate.
Compares standard mileage to actual expenses and recommends the higher deduction.
Regular vs. simplified method with automatic recommendation.
Categorized entry sheet with a live “Summary by Category.”
Individual Tax Prep Checklist
Small Business Tax Prep Checklist
Entity Comparison Guide
Bookkeeping Organizer
Business Expense Categorization Template
Offer in Compromise Quick Facts Sheet
End-of-Year Tax Planning Checklist
IRS Transcript Request Guide
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