Tax Prep Kit
Digital Download
$14.44
Sale price
$14.44
Regular price
$19.00
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Tax Prep Kit
$14.44
Sale price
$14.44
Regular price
$19.00
Digital Download · CPA-Ready
Walk into April, already Organized.
Everything you need to turn a year of business expenses into a CPA-ready package — for a one-time $19. Guides, Categorization workflow, and a Deduction checklist built from 20 years of preparing owner returns. Cuts your CPA's hours (and your bill) in half.
Get the kit for $19 → Instant download · Works for any tax year
What's inside
Every worksheet your CPA wishes you'd bring.
01
Income & expense tracker
Google Sheets and Excel templates pre-built with Schedule C categories, monthly rollups, and automatic totals. Drop in your transactions, done.
02
Deduction discovery checklist
42 write-offs owners miss most often — Augusta Rule, actual-expense home office, mileage, health insurance, retirement. Recover the ones you forgot.
03
Mileage & vehicle log
IRS-compliant log with date, destination, purpose, miles — plus the standard-mileage calculator at the current 70¢/mile rate. Audit-defensible.
04
Home-office calculator
Runs both methods — simplified and actual-expense — side by side so you can pick the one that saves more. Usually 2–3x higher on actual.
05
1099 & W-9 tracker
Every contractor you paid over $600, with W-9 collected/pending status. Ready for January 31 filing — no last-minute panic.
06
Quarterly estimated-tax worksheet
Calculates your Q1–Q4 payments and the safe-harbor amount. Avoids underpayment penalties. Print, sign, mail (or link to IRS Direct Pay).
07
Receipt-organization workflow
Folder taxonomy for Google Drive or Dropbox, plus the naming convention that makes any receipt findable in 5 seconds during an audit.
08
CPA hand-off package
One PDF cover sheet plus a labeled folder your CPA will thank you for. Firms bill by the hour — organized clients pay less.
How it works
From a shoebox of receipts to filed in a weekend.
01
Download & categorize
Import your bank statements into the tracker. Categorize by Schedule C line. The template auto-totals as you go.
02
Run the deduction checklist
Walk the 42-item list. Add the ones that apply. Most owners recover $2,000–$8,000 in deductions they were about to miss.
03
Hand off to your CPA
Export the cover sheet and folder. Send once. Your CPA files a cleaner return in half the billable time.
What you get
Every template, packaged and ready.
Income & expense tracker (Google Sheets)
Income & expense tracker (Excel)
42-item deduction discovery checklist (PDF)
Mileage log with mileage calculator
Home-office simplified-vs-actual calculator
1099 & W-9 contractor tracker
Quarterly estimated-tax worksheet
Receipt organization workflow (PDF)
CPA hand-off cover sheet template
Schedule C category cheat-sheet
Audit-defense document checklist
Lifetime updates as IRS rules change
One-time $19
Prepare like a firm, pay like a founder.
The same intake package Industry Advisors uses with clients — repackaged for the founder handing off to any CPA. Instant download. No subscription. Yours forever.
Tax Prep Kit
$19one-time
Instant download · Lifetime updates included
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