The Tax Ready Guide
$27
Filing season 2027 is closer than it looks. The Tax Ready Guide helps you gather what you need now, so you’re not hunting for papers in March.
This is the tax year 2026 edition, current through October 2026. Every date in it is set for filing season 2027, and every figure is cited to its IRS source.
What’s inside:
Personal and business return checklists, including life changes worth noting this year
A Client Document Checklist to check off forms and records as they arrive
A 2027 Tax Deadline Calendar with 17 dated federal deadlines
Income and fee tracker, business expense log, and mileage log
Return status tracker, missing document follow-up, and a communication log
Estimated Tax Planner, laid out by the four Form 1040-ES payment periods
Notes pages and a full list of sources
How it works:
Fill it in on your computer in Adobe Acrobat Reader or Mac Preview, or print it
Start with the Client Document Checklist on page 5, then work through the rest at your own pace
Bring it to your tax appointment, or send it to your preparer
Held to The Wells Standard: every figure sourced, everything dated, and independently checked before publication.
Who it’s for: individuals, families, 1099 workers, and small-business owners getting ready for this filing season.
This guide is for organizing and recording. It is not tax, legal, or accounting advice. Your tax preparer decides what applies to your return.