Which toolkit fits?

Start with the free 2026 Small Business Tax Quickstart. Get an initial federal tax savings target and key dates. It is a starting point, not a complete household or state tax plan.

Rental Tax Planning Toolkit · $19. Answer questions about the property and your participation, enter income and expenses, and review the estimated rental result, depreciation and potential loss carryforwards. Personal-use expense portions are shown where applicable; they are not automatic itemized deductions. Use one workbook per property.

Side Gig Tax Starter Kit · $19. Start with income and expense tracking and a tax-reserve estimate. Choose this for a focused introduction; choose the Self-Employed toolkit below when you need a broader connected planning view.

Quarterly Tax Planner · $19. Organize estimated-payment targets, amounts already paid and money still to set aside. State tax amounts require your input.

Business Deduction Toolkit · $19. Work through supported vehicle, home-office and asset deduction comparisons. Use your actual facts and review eligibility; a purchase is not automatically deductible.

Self-Employed Tax Toolkit · $29. Bring supported income, deduction and retirement inputs into a connected planning estimate. A good fit for sole proprietors and contractors revisiting their numbers as the year changes.

S Corp Election & Owner Toolkit · $29. Compare potential payroll-tax savings with added costs and work through owner-planning questions. Use it to prepare a more informed conversation, not as an automatic election recommendation.

Advanced Year-End Tax Planning Toolkit · $29. Compare supported planning scenarios before committing money or changing timing. Start with current numbers, then consider how a proposed action changes the estimate.

Compare the $99 Complete Small Business Tax Toolkit Bundle with individual purchases. Review its current included-workbook list before buying. The workbooks are separate, some features overlap, and inputs do not automatically sync.