The Feel Good Tax Planning Workbook

The Feel Good Tax Planning Workbook is a printable planning system for people who want to stop scrambling at tax time and start feeling organized, informed, and prepared all year long. This isn’t something you skim and forget. It’s designed to be written in, revisited, and used throughout the year so filing feels calm instead of stressful.

What Makes It So Special?

Most tax resources explain information and stop there.

This workbook helps you:

✔ apply what you know to your real situation

✔ track income, expenses, and life changes

✔ stay prepared between tax seasons

✔ avoid last-minute guessing and stress

It supports planning before, during, and after filing.

What's Included?

✔ Tax year snapshot & income mapping

✔ Expense and write-off reality checks

✔ “What NOT to Write Off” section

✔ Life events & credit awareness pages

✔ Self-employed & side income planning

✔ Record-keeping & audit-safe habits

✔ Monthly tax check-in pages (repeatable)

✔ Pre-filing readiness & reflection pages

Everything is designed to help you know what matters and stay ready.

How to Use It

You don’t need to complete everything at once.

You can:

1️⃣ Read through the guide sections

2️⃣ Fill in the worksheets that apply to you

3️⃣ Use the monthly trackers as you go

4️⃣ Revisit it whenever your income or life changes

This workbook grows with you.

Who This Is For

✔ W-2 earners

✔ Side hustlers & freelancers

✔ Self-employed individuals

✔ Parents and households with dependents

✔ Anyone who wants taxes to feel less overwhelming

Important Note

This workbook is educational and organizational in nature.

It does not replace professional tax preparation, but it does help you show up informed, prepared, and confident.

Instant Digital Download

You’ll receive immediate access after purchase.

*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!