Fillable worksheets and checklists created by an IRS Enrolled Agent. Use them to organize your numbers, records, and questions so your EA, CPA, or tax attorney can help you make better decisions.
See the toolsPrintable workbooks that help kids practice budgeting, saving, smart shopping, and beginner business math, with an answer guide for parents and educators.
Both Money Triumphs Kids workbooks in one download, so every child in your home can learn at the right level, from first coins to a pretend mini-business.
A fun first money workbook for young kids. Children learn coins, count money, sort needs and wants, and practice saving, spending, and sharing.
A fun financial literacy and beginner business workbook. Kids practice budgeting, saving, comparing prices, and understanding revenue, expenses, and profit.
A seven-day pretend business challenge. With $100 in imaginary startup money, kids find a customer problem, plan a budget, price their idea, market it honestly, run pretend sales, and learn from the results.
Pages 1–2: My First Money Adventure (ages 5–8). Pages 3–4: Junior Money Boss Academy (ages 9–12). Pages 5–6: My First $100 Business (ages 9–15). All three use pretend money and practice scenarios. Any real selling or online activity needs an adult's approval and supervision.
General educational activities only. Not individualized financial, tax, legal, or investment advice. Licensed for one household. Classroom, organization, resale, and redistribution rights are not included.
The Business Tax Vault brings together four complete products: entity and tax planning, crypto taxes and records, IRS penalty notices, and safe AI use for your business.
For business owners who want every Money Triumphs business tax tool at once, organized into four folders with a Start Here guide.
1 · Plan: entity choice, S corporation analysis, deductions, credits, estimated taxes, and a 12-month tax calendar.
2 · Crypto: taxable events, cost basis, Form 1099-DA, records, wallets, and scams.
3 · IRS notices: read your penalty notice and understand your penalty relief options.
4 · AI safety: written rules for using ChatGPT and other AI tools in your business.
Fillable PDFs you can type into and save, or print.
Start small with one checklist, or get the full toolkit. Every download is a fillable PDF. Type right on your computer, or print and write by hand.
Organize your expense categories and records so you can ask your tax pro the right questions about deductions.
A deduction lowers your income. A credit lowers your tax. Flag business activities that may be worth a credit conversation with your tax pro.
Gather the records and questions you need for a year-end planning conversation while there is still time to act.
Track how much you set aside for taxes from each payment, using the reserve rate your tax pro gives you.
Plan, track, and review your estimated tax payments each quarter, with every due date on one calendar.
Someone on social media told you to become an S corp. Organize your own numbers and questions first, then take them to a qualified professional.
Your LLC is not your tax strategy. Compare entity types and tax treatment side by side before you decide with your tax pro.
Every worksheet and checklist from the TAXED RIGHT™ course, from choosing your entity to building a year-round tax plan.
The IRS changed how penalty relief works in 2026. This starter guide walks you through the notice, the new Automatic Exemption from Penalty, and when First-Time Abate may still apply.
Got an IRS penalty notice? Don't pay it in a panic. Learn how to read the notice and which relief options to look into first.
Money Triumphs Inc. offers IRS problem-resolution services. If you'd rather learn the full process yourself, the Keep What's Yours course covers reasonable cause, refund claims, and appeals.
Fillable tools from the Beyond the LLC™ course. See which federal and Texas tax jobs apply to your business, stay in good standing with the state, and keep contractor and payroll paperwork on track.
Not sure which tax jobs are yours? Check every federal and Texas responsibility, see where you stand, and write down the next deadline.
Owing $0 franchise tax does not mean nothing to file. Stay in good standing with the Comptroller and the Secretary of State.
Paying contractors or employees? Classify workers, collect W-9s, total 1099-NEC payments, and keep payroll deposits on schedule.
All three kits in one download: federal tax responsibilities, Texas compliance, contractors, and payroll.
Fillable plans from the Beyond the LLC™ course. Find your gaps in setup, books, Texas deadlines, records, fraud protection, and funding readiness, then close them one dated task at a time.
Get an honest snapshot of your entity, EIN, and bank setup. Name your bookkeeping gaps and start fixing them this week.
Stay in good standing in Texas, keep the right records for the right length of time, and put real fraud safeguards in place.
Getting ready for a loan, grant, or government or school district contract? Map it out in three 30-day phases.
The full plan in one download: every worksheet above, plus a professional help planner, 30-60-90 day goals, and two-week check-ins.
Fillable tools from the Certificate in Nonprofit Leadership & Development. Work through governance, grants, finances, fundraising, and leadership with your board and team.
Get formed, file for tax exemption, and build a board that governs well.
Check funder fit before you write, then build a proposal funders can score.
Track restricted funds, read your numbers, and get ready for an audit.
Build a culture of giving and steward every donor the right way.
Lead with clarity, track what matters, and plan for the unexpected.
All five kits in one download, from formation to succession.
Fillable tools from the Where Did the Money Go?™ course. Follow your money from the bank to your books, spot what does not add up, and write it down in calm, factual language you can take to your bookkeeper or CPA.
Working hard but not seeing the money? Score your business in 7 areas, then find, estimate, and rank the leaks.
Your P&L says profit, but your bank account disagrees. Map where money comes in and goes out, and log every item that needs an answer.
Check how much you can trust your books, write down concerns calmly and fairly, and set up simple routines that protect your money.
All 13 Business Financial Forensics tools from the course, from your first charter to a finished report and a 90-day plan to fix what matters most.
Indexed Universal Life is life insurance first. These fillable tools help you understand the terms, ask better questions, and organize your policy details before you decide anything with a licensed, independent professional.
Being pitched an IUL as a "tax-free retirement" plan? Check what you heard against the red flags covered in IUL Uncovered.
Have an IUL presentation scheduled? Learn the terms, prepare your questions, and record the agent's answers in writing.
Organize your policy documents and questions so you can review your IUL with a licensed, independent professional.
All 12 fillable IUL Uncovered tools plus a 98-page companion guidebook covering premiums, index crediting, illustrations, taxes, loans, riders, and annual reviews.
The IRS treats crypto as property, and brokers now send Form 1099-DA. These fillable tools help you spot taxable events, keep the right records, and protect your wallets from scams.
Swapping one coin for another can be a taxable event. Check ten common crypto transactions, then compare to the answer guide.
Spot the red flags of fake exchanges, "mentors" in your DMs, romance-investment schemes, and recovery scams.
Hot wallet or cold wallet? Check a platform before you use it and set up your wallets and accounts the safe way.
Got a Form 1099-DA and no idea what it means? Track cost basis, holding periods, and every transaction before you file.
Every worksheet from the Crypto and the IRS course, from how digital money works to taxes, records, security, and scams.
Want the full course? See Crypto and the IRS
Fillable practice worksheets from the Stocks, Options & Day Trading Fundamentals course. Learn the words, size a practice trade, read simple charts, and understand options, using made-up companies and pretend money.
New to the market? Learn the words, the products, the accounts, and the order types before you ever risk a dollar.
Know your possible loss before the gain. Size a practice trade, read simple charts, and write a plan, all with pretend money.
Calls, puts, and contract costs explained step by step, with the risks up front.
All three kits in one download: market basics, practice trade plans, and options basics.
Your team is already using AI. This kit gives you the written rules: what's safe to share, what has to be removed first, what never goes in, and who checks the work before it leaves your business.
A Red/Yellow/Green guide to sorting business information, plus six fillable templates to set your AI rules in writing.
Go step by step through choosing safe tools, writing better prompts, spotting AI-powered scams, building five ready-made business workflows, and rolling out your complete AI system in 30 days.
Pay through Stripe with a card, Apple Pay, or Google Pay. You'll get a receipt by email.
Your download page opens as soon as payment is complete. Save the files to your computer or phone.
Type your answers right into the PDFs and save them, or print and write by hand. Then bring them to your EA, CPA, or tax attorney.
Dr. Bianca R. Adams is the founder of Money Triumphs Academy and an IRS Enrolled Agent and certified Project Management Professional (PMP). With a PhD in Business Management and master's degrees in Accounting and Financial Management, she turns complex tax and money topics into clear, practical lessons anyone can follow.
Fillable, letter-size PDF worksheets with text boxes and checkboxes. Open them in Adobe Acrobat Reader (free), Preview on Mac, or most browsers, type your answers, and save. You can also print them and write by hand. The kits and the complete toolkit download as a single ZIP file.
After checkout, you go straight to a download page. Save your files to your computer or phone right away. Stripe also emails your receipt.
Each order can be downloaded up to 3 times within 72 hours of your first download. Save your files somewhere safe. If you have trouble, reply to your Stripe receipt email and we'll help.
Each PDF is marked with the buyer's name, email, and order number. This shows the files are licensed to you and helps protect them from being copied and shared.
A regular purchase is for one person, or one household for the kids workbooks. Please don't share, resell, or post the files online. For a classroom or group, choose the Organization License.
It lets one school, program, church, or organization use the files with up to 30 people. Look for the "Organization License for schools and groups" link under each product. It doesn't include rights to resell the files or post them publicly.
My First Money Adventure is for ages 5–8. Junior Money Boss Academy is for ages 9–12. My First $100 Business is for ages 9–15. All three use pretend money and practice activities. Any real selling or online activity needs an adult's approval and supervision.
Checkout is handled securely by Stripe. You can pay with a credit or debit card, Apple Pay, or Google Pay.
No. The tools help you organize information and questions. They don't calculate a tax result or recommend an election. Review every decision with a qualified EA, CPA, or tax attorney.
No. They help you understand the terms, ask questions, and organize your policy information. They don't evaluate your policy or recommend an action. Review every decision with a licensed, independent insurance professional and your tax advisor.
Reply to your Stripe receipt email and we'll send your files again.
Stripe emails your receipt. We also keep the name and email you enter at checkout so we can resend your files if you need them, and so we can occasionally send you news, new tools, and offers from Money Triumphs Academy. Every marketing email includes an unsubscribe link, and you can also reply to any of our emails to opt out. We don't sell your email address.
Because the files are delivered instantly, all digital purchases are final and nonrefundable.
Yes. The TAXED RIGHT™ course walks you through every tool step by step. See the course.
Start with the Year-End Checklist today, or get all 19 tools in one download.
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