Free tax & bookkeeping tools
Use these free tools to get organized, understand typical accounting costs, and ask better questions before you hire help. BalancedRow is a **free matching service** that helps you connect with licensed accountants — we do not give tax or legal advice.
Tax Document Checklist
A free, printable checklist of the documents your accountant needs to prepare an accurate tax return — for employees, the self-employed, and small businesses.
Open ToolsSmall-Business Bookkeeping Checklist
A free monthly and year-end bookkeeping checklist to keep your small-business books clean and your taxes painless.
Open ToolsChoosing-an-Accountant Checklist
A free checklist of what to verify and ask before you hire an accountant — license, PTIN, fees, scope, and red flags.
Open ToolsITIN Filing Starter Guide
A free plain-language starter guide to filing US taxes with an ITIN, including what an ITIN is and how to apply.
Open ToolsYear-End Small-Business Tax Guide
A free year-end checklist and guide to get your small-business taxes organized before you hand them to an accountant.
OpenGet matched with a licensed accountant — free
Tell us what you need and your area. We connect you, at no cost, with licensed accountants (CPAs and Enrolled Agents) near you. You compare and choose who to hire.