DIY Mid-Year Check-in Tax Toolkit

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DIY Mid-Year Check-In Toolkit

Thorough Self-Assessment to Lower Your Tax Bill and Boost Your Readiness

Feeling unsure about your taxes halfway through the year? Wondering if you’ll owe or get a refund? This toolkit is your mid-year reality check — a proactive, easy-to-use self-assessment to get ahead before tax season stress hits.

✅ What’s Included:

• Life Changes & Income Review checklist
• Estimated Tax & Withholding tracker (with IRS Estimator link)
• Deduction & Credit Opportunity finder
• Self-Employed Mini Audit
• Reflection & Year-End Strategy prompts
• Final Action Plan with smart next steps
• Notes sections under each part to track your thoughts
• Direct links to book a Tax Planning Session or access the MyClient Portal

💡 Why You’ll Love It:

• Get clarity on where you stand financially and tax-wise
• Discover potential deductions or missed savings
• Organize your tax life and avoid last-minute stress
• Perfect for individuals, solopreneurs, and growing business owners
• Designed by Kristine Ware, Tax & Bookkeeping Professional with over 20 years’ experience
• Simple, clean layout that’s easy to follow and actually useful!

✅ Editable PDF — fill it in digitally or print it out to write by hand