Tax Season Prep

Deadlines, deductions, and strategies to keep more of what you earn.

Your learning path

April 15 deadline, extension dates, estimated tax quarterly due dates, state variations, and penalties for filing late.

Simplified vs. regular method, the exclusive use test, W-2 vs. self-employed rules, and common mistakes to avoid.

Self-employment tax, deductions available to 1099 workers, misclassification risks, and how each status affects your bottom line.

Quarterly due dates, safe harbor rules, Form 1040-ES, underpayment penalties, and how to calculate what you owe.

TCJA provisions sunsetting, standard deduction changes, bracket adjustments, SALT cap status, and child tax credit updates.

Credentials, cost comparison, when you need each type, red flags to watch for, and questions to ask before hiring.

Path complete!

After finishing all 6 guides, you'll have a strong foundation in tax season prep. Ready to go deeper? Ask Dave anything.

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