Tax Planning Articles

Income tax, self-employment tax, and tax-efficient investing. Articles covering tax planning topics with practical guides, calculators, and spreadsheet templates.

17 articles

Tax documents and calendar for tax season preparation

Jan 16, 2026

Tax Season Budget Prep: Documents and Deadlines for 2026

Prepare for the 2026 tax season with this checklist of documents to gather, key deadlines, and budget considerations.

Annual Tax Planner Template for Google Sheets

Jan 7, 2026

Announcing the Annual Tax Planner Spreadsheet Template

Annual tax planner template for Google Sheets - track income from all sources, log deductions, monitor quarterly estimated payments, and organize tax documents year-round.