Tax Prep Checklist + Tax Planning Guide

This combined resource includes both the Tax Prep Checklist and the Tax Planning Guide, giving you clarity on what to gather and what to understand before moving forward with your tax return.

What You Get:

Tax Prep Checklist

A step-by-step checklist outlining

• Personal information you’ll need
• Income documents to gather (W-2s, 1099s, side income, etc.)
• Family and dependent-related info
• Business or self-employment items (if applicable)
• Banking details for refunds or payments
• Common life changes that affect taxes

Everything is written in plain language — no tax jargon, no overwhelm.

Tax Planning Guide

A pre-filing planning guide that walks you through:

• What tax planning means and why it matters
• How different income types affect your return
• What write-offs really are (without myths)
• Life changes that can impact taxes
• Common pre-filing mistakes to avoid
• A pre-filing readiness check before moving forward

How This Helps You

This checklist helps you:

✔ Prepare correctly before filing

✔ Learn what write-offs really mean

✔ Identify life changes that impact your return

✔ Avoid common pre-filing mistakes

✔ Feel confident and informed before filing

What to Do After You Purchase

1️⃣ Download the checklist

2️⃣ Save it digitally or print it

3️⃣ Start gathering documents as they arrive

4️⃣ Keep everything in one place

You don’t need to have everything right away. Many tax forms arrive between January and February. This checklist helps you stay ready as they come in.

Who This Is For

✔ W-2 employees

✔ Side hustlers & freelancers

✔ Self-employed individuals

✔ Parents and households with dependents

✔ Anyone who wants tax season to feel less stressful

A Quick Note

This checklist & guide does not replace professional tax advice, but it does help you walk into tax season informed, organized, and prepared which makes a big difference.

Instant Digital Download

Once purchased, you’ll receive immediate access to download your checklist.

*TERMS OF USE

After purchasing this file, you are allowed to use this file as many times as you want for your personal use, but you're not allowed to re-sell or claim this image as your own.

*REFUNDS/RETURN

Due to the digital nature of this product, I cannot offer a refund or exchanges on your purchase. However, if you have any problems with the download or files, please contact me and I’ll help to resolve it as quickly as possible!