Resources
My weekly newsletters and free downloadable resources, all in one place.
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Ready to File?
We’ve gone over everything you’ll need to file your taxes. Now it’s time to actually get it done!
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Investing for 2023 Tax Benefits
Last week we went over all of the investments you can make for potential tax benefits. Now let’s do some investing!
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All About Investments
An investment crash course–everything you need know about investing for tax benefits in one place!
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Missing Forms?
What to do if you’re getting ready to file your taxes, but are still missing forms.
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Profit + Loss, Record Keeping
We’ll go over ideal world record keeping, and what to do if you’re a little behind on your books (AKA haven’t touched them for a year).
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What You’ll Need and Where to Find It
A comprehensive list of everything you’ll need to file your taxes, where to find it, and what to if you can’t!
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Your Tax Season To Do List
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How AI Can Help You With Your Finances
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“In” for 2024: Financial Self Care