Free Tax Resources Library
Free tax tools, guides, checklists, and comparisons for every type of tax filer.
Browse Our Free Tax Resources Categories
Every category below links to a set of free tax tools and guides built for one specific part of the tax process. Instead of digging through one long article for the piece you need, pick the category that matches your situation and go straight to it. We keep expanding this library as new questions come up, so a category that looks thin today will likely grow over time.
Tax Filing Guides and Tax Checklist
Step by step walkthroughs for every type of filer. Download our tax checklist to make sure you collect every document before you sit down to file. Missing a single form is the most common reason a return gets delayed or kicked back for review, so working from a checklist saves real time later.
- Federal tax filing checklist (W-2 employees)
- 1099 contractor filing checklist
- First time filer guide
- Married filing jointly vs separately decision guide
- Extension filing instructions
Tax Software Comparison Charts
Side by side comparisons of every major tax software product. We evaluate pricing, features, support, and accuracy guarantees so you can choose the right tool for your situation. Two products can look nearly identical in their marketing while actually serving very different kinds of filers, and these charts spell out exactly where they differ.
- Best free tax software comparison
- TurboTax vs H&R Block full breakdown
- Best software for investors and crypto holders
- Best software for S Corp and small business
- IRS Free File eligibility checker
IRS Resolution Resources
Everything you need to understand and respond to the IRS without fear. Notice decoders, payment plan guides, and penalty abatement resources. Most IRS notices are routine and resolvable once you understand what they are actually asking for, and these guides walk through the response process step by step.
- IRS CP notice decoder (CP2000, CP501, CP503, CP504)
- How to set up an installment agreement
- Offer in Compromise eligibility guide
- Currently Not Collectible status explained
- Penalty abatement request templates
Small Business and Self Employed Tools
Resources designed for the unique tax landscape freelancers, gig workers, sole proprietors, and small business owners navigate every year. Quarterly deadlines, entity choice, and expense tracking all work differently once you leave a traditional paycheck behind, and these tools are built around that reality.
- Quarterly estimated tax payment calculator
- Self employment deduction master list
- LLC vs S Corp tax comparison guide
- Year end tax planning checklist
- Mileage tracking guide and log template
Tax Savings Strategy Guides
The highest impact strategies available to American taxpayers, explained in plain language with concrete examples and specific dollar amounts. These are the same moves financial advisors recommend to clients, laid out here without the cost of hiring one.
- Retirement account contribution strategy guide
- HSA triple tax advantage explained
- Tax loss harvesting for investors
- Charitable giving tax strategy guide
- End of year income timing strategies
Investment and Crypto Tax Guides
Navigating capital gains, crypto reporting, and investment income taxation. Resources for individual investors, traders, and anyone with a brokerage account. Reporting requirements have gotten stricter in recent years, and these guides walk through exactly what needs to show up on your return.
- Capital gains tax rates explained
- Crypto tax reporting guide (all taxable events)
- Cost basis calculation methods compared
- Form 8949 and Schedule D guide
- Rental income and expense reporting guide
Can’t Find What You Need? Ask Us.
Send us your tax question and we will either point you to the right resource or create a new guide to address it. If enough readers ask about the same thing, it usually becomes its own guide within a few weeks.