40+ deductions in a printable checklist. W-2 employee, self-employed, investor, and homeowner sections with IRS references.
Every Money Mastery template is updated annually for current tax law. Designed to be filled in and used immediately — no accounting degree required.
Google Sheets budget with auto-categorization. Income tracker, fixed/variable expenses, savings goals, year-over-year views.
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.
Pair with: FreelancePro for freelancer contracts · AI for SMB for automated bookkeeping