Resources
Tax Guides & Practical Resources
Plain-language guides to help small business owners and freelancers stay organized throughout the year. Request any guide below and our team will send it to your inbox.
Guides
Available Tax Guides
Freelancer Tax Deductions Checklist
A complete rundown of deductible expenses for freelancers and independent contractors — home office, equipment, mileage and more.
Request This GuideSmall Business Bookkeeping Basics
A step-by-step guide to setting up clean books from day one, including how to separate personal and business expenses.
Request This GuideQuarterly Estimated Tax Calendar
A simple calendar of due dates for estimated tax payments, with reminders to avoid late penalties.
Request This GuidePayroll Tax Guide for Small Teams
An overview of payroll tax obligations for businesses hiring their first employees, from withholdings to filings.
Request This GuideYear-End Tax Planning Checklist
A pre-filing checklist covering retirement contributions, equipment purchases and other year-end moves that lower your tax bill.
Request This GuideRecord-Keeping & Audit Readiness
What documents to keep, for how long, and how to organize them so you are ready if the tax authority ever asks questions.
Request This GuideYour Documents
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