Free resources to help you get the most from your tax deductions.
Free resources
These tax planning resources will help you keep your earned money in your pocket and help manage your financial goals.
Coming soon!
Every month I add a guide to my bundle of tax strategy and planning resources. Make sure you check back each month to grab the new guide!
Tracking Your Mileage as a Business Owner
Even if you think you’ve got an iron-clad mileage tracking system, the IRS threw in a little mid-year mileage rate plot twist, and I’ve got everything you need to know in this guide.
Paying Yourself as a Business Owner
A clear, practical resource that explains how business owners can pay themselves correctly—whether as a sole proprietor, partner, or S corp—while avoiding common tax mistakes and planning for estimated taxes.
Mid-Year Money Review for Business Owners
This guide helps business owners honestly assess bookkeeping, tax readiness, cash flow, and owner’s pay – with tailored action steps to get back on track.
Bank Accounts for Business Owners
Think opening a business bank account is complicated? This quick guide walks you through everything you need to know – learn what documents you’ll need, how to choose the right bank, and the key decisions that can save you time and money.
Writing Off Business Travel 101
This guide breaks down what really qualifies as business travel, the most common write‑offs (and how to document them), plus tips for handling trips that mix work and play.
Guide to Categorizing Expenses
Discover the most common business expenses, a simple test to spot valid write‑offs, and practical record‑keeping tips to keep your books clean and usable.
Estimated Taxes for Entrepreneurs
Tax Day can be extra painful for Entrepreneurs who don’t plan for estimated taxes. That’s why this guide makes sure you know exactly who needs to pay estimated taxes, how much to pay, when to pay, and what you’re risking if you don’t pay them.
Budgeting For Business Owners
This guide gives you all the tools & tips you need to build the very first budget. It walks you through building a realistic budget using last year’s numbers, adjusting for months with uneven income, saving for estimated taxes, and prioritizing paying yourself.
2026 Tax Season Survival Guide
This guide includes a checklist of nearly everything you’ll need to file your 2025 personal tax return, so you’re not left wondering, “Am I missing something?”
Year-End Checklist for Business Owners
Feeling ready to sleigh your finances for the rest of 2025 + get a head start on tax season? Download my year-end checklist for Business Owners, make some hot chocolate, and start tackling your year-end tasks.
6 Tax Planning Moves…
…to make before 2026. Check with your accountant to see if any of these moves make sense for you!
S Corporations
Grab my “Everything You Need To Know About S Corporations” guide before you make an election for a tax status that could cost you more than it saves you!
Services & Pricing Guide
Whether you’re looking for Tax Planning, Tax Compliance, or Bookkeeping before year-end, this guide clearly breaks down the ways I can support you so you know exactly what to expect (and exactly how much it will cost).
Contractors vs Employees
September’s coming up, and it can be a big hiring month for businesses that are ramping up to meet their fall + winter demand and refocusing on Q4 goals. But before you hire a new team member, read our resource guide on worker classification.
Unlock my Tax Saving Resource Bundle
Sign up below to gain access to all our downloadable resources seen above. You’ll also be added to our monthly newsletter where you’ll receive a new Tax Resource Guide every month. Get valuable tips and resources to help you get the most from your tax deductions.
