Free Tools for Investors

  • Sale of a primary home checklist

    Selling your primary residence involves many steps- each with their own tax implications and pitfalls. Follow this simple checklist to be sure you have everything accounted for in the sale of your primary residence.

  • House Hack Purchase Checklist

    House Hacking is when you tap unused space in your home to generate rental income from your primary residence. Be sure you know what to expect in this unique type of real estate income situation.

  • 1040 Review Checklist

    Avoid common mistakes on your tax return that Real Estate Investors are prone to overlook. Follow this simple checklist before you file your 1040 this tax season.