What is left this month?
Start with what you know. Keep the unknowns visible.
Payments to account for
These are dated records, not live balances. Use current statements to confirm minimums. Your saved plan controls the debt-payment amount above.
Worth another look?
Source-backed spending questions, without assuming a purchase was unnecessary.
Statement collection
Upload → preserve original → extract → review. That pipeline runs automatically after intake. Bank downloads are not connected yet; bank authentication or a supported connection is still required.
Print, sign and mail
Your completed packets, signature locations and mailing instructions, together in one place.
Fin background work 0
Planning details
Print & mail
Download a packet, review it, then sign and mail it. Downloading does not file anything with the IRS.
One trip to print. One trip to USPS.
- Download each ready PDF below. Print single-sided, black-and-white, actual size, on letter paper. No binding.
- Sign and date the listed pages in blue or black ink. Page numbers count from the first PDF page. Leave spouse and paid-preparer lines blank.
- Scan or copy each complete signed packet. Put each packet in its own 9 × 12-inch self-sealing envelope, with your return address at upper left. Enclose no payment.
- At a staffed USPS counter, ask for First-Class Mail with Certified Mail and electronic Return Receipt for each envelope. Ask the clerk to postmark each mailing receipt.
- Label and photograph each receipt by tax year. Keep the tracking numbers and delivery receipts with your signed copies.
The print shop can print these; use USPS for mailing. Your 2021 return, state returns and amendments are separate work.
Document checklist
- ⬜ 1099-R for each retirement distribution (verify account type from the form and account records)
- ⬜ W-2s for each tax year in scope
- ⬜ 1099-NEC / 1099-K for any LLC or freelance income
- ⬜ LLC formation docs, registered agent receipts, annual report fees
- ⬜ Bank statements (checking + savings) — even phone photos
- ⬜ Credit card statements (especially business cards)
- ⬜ Medical and pharmacy receipts that may be relevant to itemized deductions
- ⬜ VA disability rating letter(s)
- ⬜ Any business receipts/expenses from the LLC
Fin keeps the original and places uncertain items in Review.
Returns
Filing status and preparation readiness are shown separately. An estimate is never treated as filed.
Documents
Your evidence vault. Originals remain traceable by source and SHA-256.
Review
Only decisions that need a person belong here. You can save any item for later.
CPA Workspace
A read-only, source-linked workpaper for professional review. Unknown inputs remain unknown; Fin withholds totals that would otherwise be misleading.