Challenge Itinerary

DAY 1

Assess Your Current Financial Situation

Start the challenge by assessing where you stand. We’ll guide you through gathering financial documents, reviewing your income and expenses, and identifying gaps in your record-keeping. This is the foundation of a smooth tax season.

DAY 2

Organize Your Tax & Financial Documents

Proper organization is key to successful tax filing. Learn how to create an effective filing system, keep personal and business finances separate, and ensure your documents are ready for tax season, loans, grants, and more.

DAY 3

Maximize Deductions and Credits

Discover how to make the most of your deductions and credits. We’ll cover common deductions like home office, mileage, and charitable contributions, and show you how to track them efficiently to maximize your tax savings.

DAY 4

Review Estimated Tax Payments

Stay compliant and avoid penalties with a clear payment strategy. Review your current estimated tax payments and calculate any adjustments. Understand how to avoid surprises by forecasting your tax liability. Learn tips to keep your business financially healthy year-round.