Toolkits · Tax season
Get ready for tax season
Start here
Tax Season Ready Bundle
The tax document organizer, the family records organizer and the bill calendar: everything gathered before you sit down with a preparer.
Every kit for tax season (9)
Document pack
Tax Document Organizer
Walk into your tax appointment with every form, nothing missing and nothing to chase.
$19 · Word and PDF
Excel workbook
Sole Proprietor Tax-Time Organizer
Gather everything your tax preparer will ask for in one place, spot 1099s that do not match your records, and hand over a clean one-page summary.
$24 · example and blank copies
Bundle
Side-Hustle Tax Bundle
Side money is easy to earn and easy to lose track of. Log it as it comes in, and tax time takes an afternoon instead of a week.
$55 · 4 products in one download
Document pack
Year-End Close and 1099 Kit
Close the year cleanly, get 1099s out on time, and hand your accountant everything in one go.
$29 · Word and PDF
Bundle
Tips and Overtime Deduction Bundle
If you get tips and work overtime, both new deductions can apply. Track them in one place so nothing gets missed at tax time.
$25 · 2 products in one download
Document pack
Crypto 1099-DA Reconciliation Workbook
Brokers now send Form 1099-DA, and for older coins it often shows sales with no cost basis. Line it up with your own records before your return goes in.
$24 · Word and PDF
Document pack
NJ SALT Cap Workbook
See how much of your New Jersey property and income tax you can deduct, year after year.
$19 · Word and PDF
Document pack
Single Parent Tax and Records Kit
Keep the records behind your credits and filing status in one place all year.
$17 · Word and PDF
Document pack
New 1099 Rules Kit
Apply the right 1099 threshold for each year without redoing your vendor list by hand.
$19 · Word and PDF
Free calculators to try first
No email and nothing to download: they run in your browser.
- 1099-NEC and W-2 due dateWhen 2026 forms go to workers and the IRS
- Self-employed tax calculatorHow much to set aside from 1099 income
- Quarterly estimated taxWhat to pay each quarter if no one withholds for you
- Tips deduction calculatorHow much tip income the new deduction may cover
- NJ SALT deduction calculatorProperty and state income tax under the cap
Common questions
When should I start getting ready?
As soon as the year ends. W-2s and 1099-NECs for 2026 have to reach workers by February 1, 2027, so most of your forms arrive in early February, and an organizer that is already set up just needs them dropped in.
Which kit do I need?
If you have a regular job, the Tax Document Organizer. If you have side income or your own business, the Side-Hustle Tax Bundle or the Sole Proprietor Tax-Time Organizer. If you pay contractors, add the Year-End Close and 1099 Kit.
Will this file my taxes?
No. These organize records and show where each rule comes from. A preparer or tax software files the return.
Are the calculators free?
Yes. They run in your browser and don't ask for an email.