Tools & Checklists

Educational tools to help you assess your situation, prepare for professional conversations, and understand where your business stands. These tools are informational — they do not provide tax advice or produce guarantees.

Business Tax Readiness Check

A short assessment to identify which areas of your business tax situation may need attention before filing.

3–4 minutesStart

Does Your Bookkeeping Need Cleanup?

Answer a few questions about your current books to get a general sense of whether a cleanup may be needed.

2–3 minutesStart

Side Income Tax Preparation Check

If you have W-2 income plus side income, this check helps identify whether your tax preparation situation is straightforward or more involved.

2–3 minutesStart

Is It Time to Ask About an S-Corporation?

Not a recommendation engine — a tool to help you prepare for a professional conversation about whether an S-Corp election is worth exploring.

3–4 minutesStart

IRS Notice Response Preparation

Received an IRS notice? This checklist helps you organize the key information before responding or consulting a professional.

5 minutesStart

These tools are educational resources only. They do not constitute tax, legal, or financial advice. Results are general in nature and do not account for your specific circumstances. Consult a qualified tax professional for advice specific to your situation.