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Tax Season Ready Bundle: Gather Your Tax Papers, Know Where Everything Is, Plan for What's Due
Most of tax season is finding things. Get the forms in one folder, know where every account and policy lives, and see the year's bills before they land.
$29 $52 You save $23 one time · 14-day full refund · one download · download link by email
🌙 The desk is asleep. The store never is.
Every kit and ebook downloads the moment you pay, day or night. Questions get answered after we open in the morning.
Browse the storeWho it is for
Households and individuals who file their own return or hand a folder to a preparer each spring.
Why it is different
- Built for households, not businesses.
- Three products in one download for less than they cost separately.
- Organizing tools, not tax advice; your preparer makes the calls.
What is inside
- Tax Document Organizer. A W-2 and 1099 checklist, deduction and credit records, a folder system, a what-changed questionnaire for your preparer and 2027 filing dates.
- Family Records Organizer. Where documents, accounts and insurance are kept and who to contact, without storing account numbers.
- Household Budget and Bill Calendar. Every bill by due date and a monthly budget, so a tax bill or refund has a plan.
Get it
Tax Season Ready Bundle
Or pay with PayPal
Uses the email and terms box above. You get the same download link by email.
Want every toolkit? The toolkit membership includes all of them, with a lower rate if you pay yearly.
Delivered as a zip of editable Word files and printable PDFs. For one business, your own use. General information and templates, not legal, tax or accounting advice. Organizing tools and general information, not tax advice. Check filing dates with the IRS and NJ Division of Taxation. Payment is handled by Stripe. If a file will not open or something looks wrong, reply to your order email and we will make it right.
Questions
Common questions
Do I get every product in one download?
Yes. One zip holds all three products, each in its own folder: Tax Document Organizer, Family Records Organizer, and Household Budget and Bill Calendar. The download link arrives by email after payment.
What if I already own one of them?
The bundle price stays the same, and there is no credit for an earlier purchase. If the bundle and one of its products are both in your cart, the cart removes that product so you do not pay for it twice.
Will the files open on a Mac, Google Sheets or my phone?
The workbooks are built for Excel and tested in LibreOffice; they should open in Google Sheets, but not every feature is tested there. The PDFs open in any PDF reader, and the Word files edit in Word, Google Docs or LibreOffice. If a file will not open or something looks wrong, reply to your order email and we will make it right. If it is not right for you, email us within 14 days of buying for a full refund.
Is this legal or tax advice?
Organizing tools and general information, not tax advice. Check filing dates with the IRS and NJ Division of Taxation.
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