CPA Briefing Kit
Five educational digitals. Checkout prices are $27, $37, $39, $29, and $47. Not tax, legal, or investment advice. Not a filing service.
December 31
$37
Required minimum distributions and qualified charitable distributions share a December 31 year-end clock. This checklist is that educational list. It does not calculate a withdrawal. It does not say whether to give.
Get the checklist ($37)Opens the Whop checkout.
Stripe checkout ($37)Same $37 checklist. Stripe is the backup checkout.
December 31
$39
A Roth conversion for a tax year is often stuck once the custodian December 31 cutoff passes. This briefing kit is an educational packet for that year-end clock. It does not pick a conversion dollar. It does not say whether to convert.
Get the briefing ($39)Opens the Whop checkout.
Roth briefing product page. Not the buy button.
January 31
$29
Solos who paid contractors generally face a January 31 Form 1099-NEC date, with some filing steps in early February. This kit is that educational list. It does not file the forms. It does not decide who must receive one.
Get the kit ($29)Opens the Whop checkout.
1099 kit product page. Not the buy button.
2026 set-aside
$47
An Excel workbook for freelancers and contractors. Log 1099 income, expenses, and miles. It shows Schedule C totals, self-employment tax, and a 2026 federal safe-harbor quarterly payment. Download the .xlsx and open it in Excel or Google Sheets. Not the $99/year household board.
Get the Tax Money Kit ($47)Opens the Whop checkout. You download the Excel file.
Tax Money Kit page. Sales page, including the optional Year-Round add-on. Not the buy button.
The RMD & QCD Year-End Checklist at $37, the Roth Conversion CPA Briefing Kit at $39, the Solopreneur 1099 Year-End Filing Kit at $29, and the Tax Money Kit at $47. All are educational digitals. None is the $99/year household board.
No. Educational only. Not tax, legal, or investment advice. Not a filing service.
The Whop checkout is the primary buy link. Stripe is a backup checkout for the same $37 checklist.
Educational material only. Not tax, legal, or investment advice. These digitals are separate from the $99/year household board. Confirm any withdrawal, conversion, filing, or Medicare question with a CPA before acting.