available in english & spanish

Tax Checklists & Filing Guides

Enter your email below to receive FREE checklists and resources to support you in being prepared for tax season.

Ingresa tu correo electrónico abajo para recibir listas de verificación y recursos GRATIS que te ayudarán a prepararte para la temporada de impuestos. Disponibles en inglés y español.

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What You'll Receive

Get free access to these resources...

Tax Ready Checklists

Gathering documents and having everything you need is essential to a quick and smooth tax filing. You'll get access to our Tax Filing Checklists for individuals, self-employed individuals, and for those with rental income; all in English and Spanish.

✔️ Individual Tax Returns (1040)

✔️ Schedule C - Self-Employed

✔️ Schedule E Rental Income

✔️ Corporations and Partnerships

New Bonus Checklist!

The "Big Beautiful" Document Checklist

The Big Beautiful Bill changed the rules for 2026. We've created a 2-Page Smart Checklist that includes: a list of the new documents you need (VINs, Pay Stubs, etc.), a 'Cheat Sheet' comparing last year’s rules to this year, and our quick tips for calculating your new overtime and car deductions.

2025 Tax Updates: What the One Big Beautiful Bill Means for You (Free Webinar)

A one-hour session with Enrolled Agent Digna Montañez walking through the 2025 tax changes in simple language. Learn about the new standard deduction, extra deduction for those 65 and older, higher SALT limit, updated Child Tax Credit and adoption credit, new breaks for tips, overtime, and certain car loan interest, plus what’s ending for electric vehicle and solar credits. Perfect for individuals, families, and small business owners who want to be better prepared before filing.

Be Prepared. Get Your Free Resources.