Tax Tools & Resources

Get ready, get set, and file with these free tools and resources for your personal, side-hustle and small business taxes. If tax terms make your eyes glaze over, you’re in the right place. These bite-sized guides explain the basics in plain English — what to file, when to file, and how to avoid the “wait, what?” moments. Clarity starts here.

Tax Preparation 101

Personal
Checklist
Download

Self-Employed
Checklist
Download

Tax Year 2025
Cheat Sheet
Download

Beginner's Tax Guide 2025

Tax confusion, meet your match. This guide uses clear explanations and easy steps to help you understand what you need to get organized and feel confident about your taxes — whether you’re managing personal finances, a side hustle, or a small business.

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For the DIY-er

If you prepare and file your own tax return, choosing the right software matters - especially when it comes to pricing transparency and data privacy.

Recommended Options

For many DIY filers, we believe the following option would be great choice:

FreeTaxUSA (via the IRS Free File program - learn more about it here)

This tool would be best for individuals with relatively simple tax situations who are comfortable preparing their own returns.

Software We Do Not Recommend

We do not recommend certain other tax software providers because they were involved in legal action and settlements in 2023 related to sharing sensitive personal & financial information with third parties during the tax-filing process. Because of those privacy concerns, we do not endorse their use. You can find those names and more information with the link above.

While we do recommend Dave Ramsey's educational resources for budgeting & debt reduction, we do not endorse his tax-filing software partnership.

A quick note on DIY filing

Tax software can be a great option for:

W-2 income only
Standard deduction filers
Minimal year-to-year changes

If your situation includes self-employment income, rental property, investments, or major life changes, professional tax preparation may be a better fit.

Disclaimer

This information is provided for general education purposes only and is not individualized tax advice. Tax outcomes vary based on each taxpayer's specific circumstances.