The Handy Tax Planning and Money-Saving BUNDLE: Road to Financial Success and Freedom

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I’m super happy that you’ve decided to take hold of your finances!

With 90% of people in our country buying things they cannot afford, it’s important that you stay on top of your financial goals if you want a life of FREEDOM!

The first step to taking controlling of your money is your mindset to do so. Since you are here, I know you’re ready to reach your financial goals.

I believe in putting pen to paper in order to make the goal and journey real.

With every section you complete, you will be one step closer to conquering your debt free goals!

My wife and I have used many of the worksheets inside this Debt Free Planning AND Savings Workbook to pay off and get out of more than $400,000 in debt!


I know, but it’s simply all about planning if you want to succeed.

Remember that in order to create the future you deserve, you have to be willing to make the changes TODAY!

As you begin to prepare for a tax advisor to complete your income tax return, go through the Personal Tax Preparation Checklist.

Simply download the checklist bundle and as you obtain important tax documents, just check them off the list.

It’s now easier to submit forms with common expenses that can be claimed as tax deductions to your tax advisor. These forms are fillable on your computer or mobile device.

If you are ready to jump in and get a head start on planning your taxes, then you need to get the Tax Checklist and Forms Bundle that’ a part of the Road to Financial Success and Freedom series.

The Complete Tax Planning Guidebook

The Quick and Easy Tax Planning Strategies Guide will show you how to take control of your tax-savings with the best tips you never knew you needed.


*50+ pages of content

Part I includes four chapters with tips that teach you how to master your taxes. In this easy-to-read guidebook, you will learn:

  • Expanded concepts from the blog in one place
  • Simple tax terms
  • What you need to file your taxes
  • If you need to file taxes
  • Common tax preparation questions
  • The best filing status to choose
  • How to save on your taxes
  • The best tax tips to increase your refund
  • How to file and prepare your taxes in a step-by-step method

The Tax Checklist and Forms Bundle includes:

  • Tax Checklists from over 13 career fields
  • A tax deduction planner
  • Supplemental Income and Expenses worksheet
  • A personal tax checklist form


  • Savings Challenge Workbook
  • Debt Free Planning Workbook

If each form above were purchased individually, it would cost more than $67! 

I hope this tax preparation guide and money savings plan helps you gain some control of your taxes and money this year. Remember not to stress out. I am here to help.

Good luck,

The Handy Tax Guy

Get started today and DOWNLOAD your Tax Preparation and Money-Saving BUNDLE today!

***All data and information provided on this workbook is for informational purposes only. The Handy Tax Guy makes no absolute representation to the correctness, mistakes, omissions, delays, appropriateness, or legitimacy of any information on this workbook. This is an instant download. There will not be anything mailed to your home. By purchasing this product, you realize it is limited for use by only the purchaser and may not be re-distributed in any way. ALL SALES FINAL. NO REFUND.

I want this!

The Handy Tax Planning and Money-Saving BUNDLE: Road to Financial Success and Freedom

0 ratings
I want this!