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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