Tax Checklist for Freelancers
Prepare for tax season with a list of deductions and must-dos.
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Prepare for tax season with a list of deductions and must-dos.
Learn how marginal tax brackets work and affect your take-home pay.
Identify common deductible expenses for business or freelance work.
Estimate your upcoming quarterly taxes as a freelancer or solopreneur.
Create a monthly budget with income, expenses, and savings goals.
Allocate every dollar of income to specific categories for tighter control.
Sort recent transactions into custom categories to track spending.
Set and track a savings goal for your emergency fund.
Rebuild your budget after a job change, move, or major life event.
Create a simple investment strategy based on your risk profile.
Build a recurring investment schedule to reduce risk over time.
Weigh pros and cons of ETFs versus individual stocks.
Clarify how your goals align with different investing time horizons.
Plan how to choose and set up a crypto wallet securely.
Get a simplified explanation of blockchain technology.
Create a simple method for tracking gains and losses.
Compare risks and rewards of crypto versus stocks or ETFs.
Generate thoughtful questions to ask before investing in Web3 projects.
Get strategies to reduce tax drag on your investments.
Track your net worth over time by listing assets and liabilities.
Map your timeline and savings goals for early retirement or FI.