Hero Tip #1: Review for reasonableness, not perfection
Instead of trying to fix every detail, do a quick scan:
- Does income generally make sense for the year?
- Do expenses look complete?
- Are there any obvious gaps?
You’re not solving problems yet; you’re spotting them.
Hero Tip #2: Flag questions and keep moving
If something looks off, make a note and move on. Stopping to “figure it out” is what slows people down. Momentum is more important than answers at this stage.
Hero Tip #3: Start with the big buckets
Focus first on:
- Bank account and credit card statements
- Payment processor totals
- Mileage totals
- Notes on major changes (equipment, loans, hires)
When you cover these, you’ve handled most of what actually matters.
These are the kinds of moves we teach inside Tax Time Made E-Z, because confidence comes from knowing what to focus on.
If you’d like a simple place to start putting this into action, the Tax Time Kickstart Kit walks you through these exact steps with a clear checklist and a quick tune-up you can do in minutes.
When you download the Kit, you’re also added to our VIP waitlist for the upcoming launch.
VIPs will receive:
- Early access to the Tax Time Made E-Z course
- Special launch-week savings
- An invitation to our live launch party
Grab the free Tax Time Kickstart Kit and join the VIP list.
You don’t need to be perfect to be prepared.
You just need to take the next hero step.
