Tax Readiness

Tax readiness check

2–4 minutes. No account needed. We do not ask for your SSN, exact income, tax forms, employer names or bank details — and nothing you enter here is stored.

Your progress0 of 14 answered

About you

Your income

Where did your income come from this year?

Select all that apply.

A few yes/no questions

Did you live or earn income in more than one state this year?
Do you own rental property?
Did you have many investment or crypto trades (active trading, DeFi, staking)?

A few dividends or interest payments do not count as complexity.

Are you interested in a home office deduction?
Do you have records of all your income (forms, payout history, invoices)?
Did you make estimated tax payments this year?
Do you have last year's tax return?
Have you received a letter or notice from the IRS or your state?
Did you file an extension for this tax year?

Educational purposes only — not tax, legal or financial advice, and not a filed return. Consult a qualified CPA/EA for advice about your situation.