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Tax Season Ready Bundle: Gather Your Tax Papers, Know Where Everything Is, Plan for What's Due
Most of tax season is finding things. Get the forms in one folder, know where every account and policy lives, and see the year's bills before they land.
$29 one time · one download · download link by email
Who it is for
Households and individuals who file their own return or hand a folder to a preparer each spring.
Why it is different
- Built for households, not businesses.
- Three products in one download for less than they cost separately.
- Organizing tools, not tax advice; your preparer makes the calls.
What is inside
- Tax Document Organizer. A W-2 and 1099 checklist, deduction and credit records, a folder system, a what-changed questionnaire for your preparer and 2027 filing dates.
- Family Records Organizer. Where documents, accounts and insurance are kept and who to contact, without storing account numbers.
- Household Budget and Bill Calendar. Every bill by due date and a monthly budget, so a tax bill or refund has a plan.
Get it
Tax Season Ready Bundle
Want every toolkit? The toolkit membership includes all of them, with a lower rate if you pay yearly.
Delivered as a zip of editable Word files and printable PDFs. For one business, your own use. General information and templates, not legal, tax or accounting advice. Organizing tools and general information, not tax advice. Check filing dates with the IRS and NJ Division of Taxation. Payment is handled by Stripe. If a file will not open or something looks wrong, reply to your order email and we will make it right.
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