Challenge Itinerary

Day 1 |

Assess Your Current Financial Situation

Start the challenge by assessing where you stand. We’ll guide you through gathering financial documents, reviewing your income and expenses, and identifying gaps in your record-keeping. This is the foundation of a smooth tax season.

Day 2 |

Organize Your Tax & Financial Documents

Proper organization is key to successful tax filing. Learn how to create an effective filing system, keep personal and business finances separate, and ensure your documents are ready for tax season, loans, grants, and more.

Day 3 |

Maximize Deductions and Credits

Discover how to make the most of your deductions and credits. We’ll cover common deductions like home office, mileage, and charitable contributions, and show you how to track them efficiently to maximize your tax savings.

Day 4 |

Review Estimated Tax Payments

Avoid penalties and surprises by reviewing your estimated tax payments. We’ll explain how to calculate what you owe, make adjustments, and stay compliant with the IRS to keep your business on solid financial ground.

Day 5 |

Plan Ahead for Tax Season

Wrap up the challenge by putting it all together. We’ll help you create a tax season strategy, set reminders for key deadlines, and offer you access to tools and support for a stress-free filing experience.