Templates
Every template designed to be filled in and used immediately. Updated annually for current tax law.
Start saving money now — zero investment.
Google Sheets budget with auto-categorization. Income tracker, fixed/variable expenses, savings goals, year-over-year views.
40+ deductions in a printable checklist. W-2 employee, self-employed, investor, and homeowner sections with IRS references.
Advanced templates for serious financial planning.
Track estimated payments, deadlines, and underpayment penalties. Prevents the April surprise.
IRS-ready expense tracker with Schedule C categories. Mileage log, home office calc, Section 179 decisions.
Year-by-year conversion strategy spreadsheet. Tax impact, IRMAA thresholds, and 5-year rule tracker.
Track lots, gains, losses, and carryforwards. Wash-sale rule checker and rebalance planner.
Projection models, withdrawal strategies, Roth vs Traditional comparison, and Social Security timing.
Depreciation schedules, cost segregation estimation, 1031 exchange tracking, and REPS qualification worksheet.
Will template, trust templates, power of attorney, healthcare directive, and beneficiary worksheet.
Structure your side gig as a real business for tax purposes. Entity decision tree, break-even analysis, quarterly roadmap.
Freelancer or small business owner? Pair these templates with FreelancePro for contracts and pricing, and AI for SMB for automated bookkeeping.