DIY Mid-Year Check-in Tax Toolkit

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DIY Mid-Year Check-In Toolkit  

A Thorough Self-Assessment to Lower Your Tax Bill and Improve Readiness

Feeling unsure about your taxes halfway through the year?

Wondering whether you’ll owe or receive a refund — and wishing you knew while there’s still time to adjust?

This DIY Mid-Year Check-In Toolkit is a proactive, plain-language self-assessment designed to help you pause, review where you stand, and make smarter tax decisions before year-end stress sets in.

This is not tax software.  

This is a guided check-in to help you get clarity, organization, and direction.

✅ What’s Included

• Life Changes & Income Review Checklist  

 Identify events and income shifts that may affect your taxes

• Estimated Tax & Withholding Tracker  

 Includes a direct link to the IRS Withholding Estimator

• Deduction & Credit Opportunity Finder  

 Helps surface potential savings you may be missing

• Self-Employed Mini Audit  

 Review income, expenses, and compliance at a high level

• Reflection & Year-End Strategy Prompts  

 Think ahead instead of reacting at filing time

• Final Action Plan  

 Clear next steps based on what you uncover

• Notes sections throughout  

 Track questions, reminders, and follow-ups

• Optional links to book a tax planning session  

 or access the secure MyClient Portal if additional support is needed

Why This Toolkit Is Helpful

Most people wait until tax season to look at the numbers — when options are limited.

This toolkit helps you:

• Get clarity on where you stand financially and tax-wise  

• Identify possible deductions or missed savings  

• Organize your tax information in one place  

• Reduce last-minute stress and surprises  

• Prepare better questions if you later meet with a tax professional  

Who This Is For

✔ Individuals and families  

✔ Self-employed individuals and solopreneurs  

✔ Gig workers and side hustlers  

✔ Small business owners managing their own finances  

✔ Anyone who wants to feel more prepared for tax season  

No advanced tax knowledge required.

Important Notes

This toolkit is for educational and organizational purposes only.  

It does not provide personalized tax advice or replace professional guidance.

Format & Access

You will receive an editable, fillable PDF.  

You may complete it digitally or print it for handwritten notes.

Getting organized mid-year doesn’t require perfection —  it just requires taking the first step.