Resources to help you get ready
You don't have to wait for our launch to start preparing. These guides help you build structure now, so the 2027 tax season feels calmer when it arrives.
Three steps to start today
A simple, repeatable structure you can begin right now. Your exact needs will depend on your situation.
Gather income documents
01Collect W-2s, 1099s, and any records of other income in one place.
Organize expense records
02Sort relevant receipts and expenses by category. Consistent categories make each season easier.
Write down your questions
03Keep a running list of questions as they come up. You'll arrive prepared and get clearer answers.
What to gather, by category
A general reference. Your exact needs will depend on your situation — requirements vary, and we'll help you confirm the details when services launch.
Income records
- W-2s from employers
- 1099s for contract or freelance work
- Records of any other income
Expense records
- Business or self-employment expenses
- Relevant receipts sorted by category
- Mileage or travel logs, if applicable
Personal & family
- Dependent and household information
- Relevant life-change records
- Prior-year return for reference
Business records
- Business income and expense summaries
- Asset and equipment records
- Estimated tax payments, if any
Checklist by business type
Sole proprietors, LLCs, and S-Corps each have different records to gather. Choose your entity type to see the documents that typically apply, then check items off as you organize them.
This is a general reference to help you prepare — not a complete list, and not a substitute for personalized guidance when services launch.
Business tax preparation checklist
Select your business entity type to see the records that typically apply. This is a general reference, not a complete list — your exact needs depend on your situation, and final service scope will be confirmed before launch.
Business identity & formation
Income records
Expense records (by category)
Assets, equipment & estimates
Prior-year reference
This checklist helps you organize records by category. It does not determine which expenses are deductible or estimate your tax savings — that guidance comes when we work together. Final supported return types and service details will be confirmed before launch.
Business Expense Calculator
We're preparing a simple calculator to help self-employed professionals and small business owners organize expense categories and totals before the 2027 tax season. It's not available yet.
The calculator will help you sort and total your expenses by category. It won't determine which expenses are deductible or estimate your savings — that guidance comes when we work together.
Organize your expenses
The calculator will walk you through common expense categories — supplies, software, mileage, home office, and more — so you arrive at tax season with a clearer picture of your totals by category.
- Sort expenses by category
- See a running total per category
- Build a record you can bring to your appointment
Coming Soon
Questions, answered
Ready to learn what's coming?
Explore the planned tax services we're building for the 2027 tax season.