Free download

The Pre-Filing Refund Estimate Checklist

Gather the right figures, walk through what actually moves your estimate, and use our filing-method framework to decide between free filing, paid software, or a professional — before you open any filing tool.

  • A fillable worksheet for your withholding, income and deduction totals
  • The short list of questions that determine your filing complexity
  • A plain breakdown of free filing vs paid software vs a CPA
  • Official US federal sources to confirm anything before you file

No payment, no account, no waiting for an email — the PDF downloads the moment you submit.

CalculatorsFree kit