Tax Resource Library
Free tools, guides, checklists, and comparisons for every type of tax filer.
Browse Our Tax Resource Categories
Filing Guides and Checklists
Step-by-step walkthroughs for every type of filer. Download our checklists to make sure you collect every document before you sit down to file.
- 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.
- 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.
- 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 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 real dollar amounts.
- 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.
- 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.