top of page

OUR RESOURCES SUITE

Free Tax and Business Resources for
Founders, Athletes & Builders

2025 & 2026 Business Tax Deadline Calendar

(PDF)

Never miss a tax deadline. This calendar covers every IRS and state business filing date, quarterly estimates, annual returns, and payroll deadlines.

Quarterly Tax Estimate Calculator

(EXCEL)

Easily calculate and track your quarterly tax estimates to avoid underpayment penalties and year-end surprises.

Business Budget
Template

(EXCEL)

A ready-to-use Excel budget template for small business owners to plan monthly revenue, track expenses by category, and monitor profit margins throughout the year.

Payroll Setup
Guide

(PDF)

A step-by-step guide to setting up small business payroll from scratch including EIN registration, state tax accounts, pay schedule setup, and compliance requirements.

Tax Deductions Cheat Sheet (By Entity)

(PDF)

Discover key write-offs available to LLCs,

S-Corps, and Sole Proprietors, and ensure you’re capturing every eligible deduction.

Annual Business Compliance Checklist

(PDF)

Annual compliance checklist for LLCs, S-Corps, and sole proprietors covering state filings, annual report deadlines, record keeping requirements, and renewal dates.

Cash Flow Forecast Template

(EXCEL)

Project income and expenses to monitor liquidity, plan for growth, and maintain financial clarity throughout the year.

How to Audit Your Business

(PDF)

A practical guide for business owners to review financial statements, identify reporting gaps, evaluate operational efficiency, and prepare for growth.

NIL Income Tax
Guide

(PDF)

A complete tax guide for college athletes and NIL earners covering self-employment tax, quarterly estimates, filing obligations, and how to avoid common mistakes that lead to unexpected tax bills.

Solo 401(k) Setup & Compliance Checklist

(PDF)

A clear roadmap to establish, maintain, and stay compliant with your Solo 401(k) as a self-employed business owner.

bottom of page