DIY Mid-Year Check-in Toolkit for Self-Employed

📥 Instant Download

Mid-Year Tax Check-In Toolkit

Self-Employed & Small Business Edition

For Solopreneurs, SMLLCs, Independent Contractors & Gig Workers

✅ What’s Included:

• 📋 Checklists to review income, deductions, quarterly taxes & compliance
• 🧾 Common business expense categories (with examples)
• 📝 Fillable notes sections to track actions, questions & reminders
• 💡 Planning prompts to get ahead of year-end
• 🔗 Live links to:
• IRS Withholding Estimator
• $100 Tax Planning & Strategy Session
• Secure Document Upload Portal

💡 Why You’ll Love It:

• Built for real business owners and side hustlers
• Helps you reduce surprises and stay IRS-ready
• Keeps you organized with clear action steps
• Makes tax season less stressful (and possibly more profitable)
• Designed by a working tax pro — not generic fluff

💼 Perfect For:

• Freelancers, creatives, and gig workers
• Virtual tax clients and SMLLCs
• Anyone doing their own books (or wishing they were)

✅ Fully fillable + printable

✅ Great prep before a tax planning session

📅 Ready to take action?

Use this toolkit now and book your follow-up session when you’re ready:

👉 Book a Strategy Session ($100)