Build a complete picture of your tax documents before your appointment. Ten guided topic workbooks organize forms, life changes, payment evidence and unresolved questions.
$29.99 USD
Shipping and applicable tax extra. Printed on demand.
Individuals and households preparing an organized document handoff for tax season.
Compare expected documents with the prior year, note household and financial changes, resolve missing forms and track what you deliver to your preparer.
Keep the original receipts, statements and supporting documents. The book provides an organizational record and educational guidance; it does not establish eligibility for a deduction or replace current tax instructions.
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Arc & Ledger is your contact for order questions. Keep your confirmation and order number.
A physical, English-language book printed on demand. Each title measures 8.5 × 11 inches, with a black-and-white interior on 60 lb white paper and a matte cover. Eight titles are coil bound; the quarterly planner and annual organizer are hardcover. This purchase does not include a digital edition, software, tax preparation or a consultation.
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Select books here, then continue to Lulu Direct checkout to review quantities, shipping, applicable tax and the final total before paying. Lulu handles payment, printing and fulfillment. Your card statement may identify Lulu. Available destinations and shipping options are confirmed at checkout.
Contact Arc & Ledger using the order-support email shown on this page and include your order number. We are your first contact for missing, damaged or incorrect books and will coordinate with Lulu. Please contact us promptly if you need a change or cancellation: a change may no longer be possible once production begins. Keep the book and packaging when reporting a print or shipping problem.
No. The books organize your records and include educational guidance, worked examples and references. Your facts and the rules for the applicable tax year determine the treatment. Use current official instructions or a qualified tax professional for calculations and filing decisions. A completed log is not a filed or accepted tax return.
Book order support: [email protected]. Include your order number; do not email tax documents or sensitive financial records.
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