Complete 3 online tax courses on Coursera or Udemy Start value: 0, Target value: 3, Notification frequency: Quarterly
Attend 4 tax webinars or workshops on Eventbrite Start value: 0, Target value: 4, Notification frequency: Quarterly
Read the IRS Tax Guide for 2024 from IRS.gov Start value: 0, Target value: 1, Notification frequency: Every 6 months
Estimate taxes owed using TaxCaster or TaxSlayer Start value: 0, Target value: 1, Notification frequency: Quarterly
Join 3 discussions on Reddit’s r/tax or TaxBuzz forums Start value: 0, Target value: 3, Notification frequency: Every 2 months
Track deductible expenses monthly using Google Sheets or Excel Start value: 0, Target value: 12, Notification frequency: End of Month
Subscribe to and read 6 articles from Tax Foundation or Kiplinger newsletters Start value: 0, Target value: 6, Notification frequency: Monthly
Research and understand tax rules for 2 specific states using TaxJar Start value: 0, Target value: 2, Notification frequency: Quarterly
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Initiatives
Take an online tax course Enroll in an online course covering the basics of tax obligations through platforms like Coursera or Udemy.
Use tax preparation software tutorials Learn to use tax preparation software like TurboTax or H&R Block through guided tutorials and practice filing sample returns.
Read the IRS tax guide Study the IRS tax guide to understand federal tax rules, deductions, and credits applicable to your situation.
Use a tax planning app Utilize tax planning apps like TaxCaster or TaxSlayer to estimate taxes owed and explore potential savings.
Consult with a tax advisor annually Schedule an annual consultation with a tax advisor for personalized advice on tax planning and obligations using services from Jackson Hewitt or Liberty Tax.
Track deductible expenses with a spreadsheet Use spreadsheet templates from Google Sheets or Microsoft Excel to track deductible expenses throughout the year.
Subscribe to tax newsletters Stay informed about tax updates and tips by subscribing to newsletters from sources like Tax Foundation or Kiplinger.
Review state-specific tax obligations Understand state-specific tax rules and filing requirements by visiting your state’s Department of Revenue website or using resources from TaxJar.
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