Resources & Tools

Helpful information, practical tools, and trusted links to help you stay organized and make informed financial decisions

Explore Our Resources

Financial Calculators & Business Tools

Estimate taxes, self-employment tax, business profits, and more with our easy-to-use calculators

Tax Preparation Resources

Download our checklists, find helpful guides, and get ready for tax season with useful information

IRS & Government Links

Quick access to official tax agencies and online services

books on brown wooden shelf
books on brown wooden shelf

Business Resources

Practical information for business owners and bookkeeping clients, including guides and templates

Financial Calculators & Business Tools

Explore our free tax and small-business financial tools to estimate taxes, evaluate profitability, and plan with confidence

Federal Income Tax Estimator

Estimate federal income taxes based on income, filing status, and deductions

Self-Employment Tax Calculator
LLC vs. S-Corp Tax Comparison
Business Profit & Loss Template
30-Day Cash Flow Planner

Estimate Social Security and Medicare taxes on your self-employment income with our easy-to-use Excel calculator

Compare estimated federal taxes for an LLC taxed as a sole proprietorship versus an S-Corporation and explore potential tax savings

Track business income, expenses, and profitability with our simple Excel template for monthly or annual reporting

Plan upcoming customer payments and bills, forecast your cash balance, and identify potential cash shortages before they happen

Tax Preparation Resources

Individual Tax Preparation Checklist

Business Tax Preparation Checklist

Self-Employed Tax Deduction Checklist

Rental Property Income & Expense Worksheet

Tax Deadlines & Important Dates

Explore our free tax preparation checklists and worksheets designed to help individuals, business owners, and self-employed professionals stay organized, identify potential deductions, and prepare for tax season with confidence.

Business Resources & Guides

Free guidance, training, and support for business owners

Starting a Business

Free Business Mentoring

Business Plan Template

Small Business Funding

Hiring Your First Employee

Choosing a Business Structure

Free Small Business Training

Small Business Development Centers

Business Licenses & Permits

Business Cybersecurity