Money Triumphs Academy logo Money Triumphs Academy™Tax Tools Shop Shop the tools
TAXED RIGHT™ Toolkit · Instant download

Walk into your tax meeting prepared, not guessing.

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 tools
Created by Dr. Bianca R. Adams, PhD, EA, PMP Secure checkout by Stripe

Pick the tool that fits where you are

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.

First page of the Year-End Tax Planning Checklist
Before December 31

Year-End Tax Planning Checklist

Gather the records and questions you need for a year-end planning conversation while there is still time to act.

  • Current-records checklist: P&L, payroll, owner pay, estimates paid
  • Anticipated changes: big purchases, bonuses, hiring, asset sales
  • Advisor meeting agenda, deadlines to confirm, and a follow-up tracker
1 fillable PDF · 4 pages
$9one-time
Buy now
First page of the TAXED RIGHT Business Tax Decision Plan
Best value

TAXED RIGHT™ Complete 19-Item Toolkit

Every worksheet and checklist from the TAXED RIGHT™ course, from choosing your entity to building a year-round tax plan.

  • Entity comparison chart and decision matrix
  • Everything in the S Corp Decision Kit
  • Deduction and tax-credit checklists
  • Estimated tax, tax reserve, and quarterly review tools
  • 12-month calendar and Business Tax Decision Plan
Includes the Year-End Checklist and the full S Corp Decision Kit, plus 13 more tools.
19 fillable PDFs · 80 pages · ZIP download
$67one-time
Buy now

How it works

1

Check out securely

Pay through Stripe with a card, Apple Pay, or Google Pay. You'll get a receipt by email.

2

Download right away

Your download page opens as soon as payment is complete. Save the files to your computer or phone.

3

Fill in, save, and share

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.

Created by Dr. Bianca R. Adams

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.

PhDIRS Enrolled AgentPMPHouston, Texas

Questions

What format are the files?

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.

Will these tools tell me which entity to choose or how much I'll save?

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.

I lost my download link. What do I do?

Reply to your Stripe receipt email and we'll send your files again.

Can I get a refund?

Because the files are delivered instantly, all digital purchases are final and nonrefundable.

Is there a full course that teaches how to use these?

Yes. The TAXED RIGHT™ course walks you through every tool step by step. See the course.

Get organized before tax season gets busy

Start with the Year-End Checklist today, or get all 19 tools in one download.

Choose your tool