The 2026 Ultimate Tax Deductions Checklist. Every deduction business owners miss.
Six pages. Every category where business owners spend money every day, organized so you can run through it in ten minutes. Updated for the 2026 numbers — the 72.5¢ mileage rate, the $2.56M Section 179 cap, the new SALT cap, and the rest of what OBBBA changed. Free, instant download.
- A field guide you use as you spend, not in a March panic
- Seven categories, hundreds of line items, plain language
- Built by a tax firm, not scraped off a blog
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Download didn't start? Click here →While you're here — book a free 15-min Tax Discovery and see, in dollars, what you're leaving on the table this year.
Book the Discovery →2026 at-a-glance · OBBBA-updated
What's inside
Seven sections that cover where every dollar goes. Spot it, document it, bring it.
The checklist follows the way money actually leaves a business — from the cost of operating to the records that make a deduction survive an exam.
The Cost of Operating
Running the business, day to day.
Financial services · Legal & professional · Workplace & facilities · Utilities · Home office · Inventory & COGS
The People on Your Team
Payroll, benefits, contractors.
Compensation · Benefits · Health & retirement · Contractors & 1099s · W-9 hygiene
Winning Customers
Advertising and business development.
Digital ads · Website & SEO · Photography & video · Business meals · Gifts · Sponsorships
Getting Around
Vehicle and business travel.
Mileage vs. actual · Airfare & lodging · Travel meals · The contemporaneous logs that survive an exam
Tools and Skills
Hardware, software, and growth.
Computers & POS · SaaS & AI tools · Subscriptions · Training, masterminds, professional development
Assets, Risk, and the Start
Big-ticket spending and protection.
Equipment & §179 · Insurance lines · Safety & PPE · Startup costs
Records and Rhythm
Documented deductions are deductible.
Receipts & categorization · Business-purpose memos · Compliance calendar · The 3-7 year retention rule
Who this is for
Grab it if you spend money to make money.
You're a 1099 contractor or freelancer
Every dollar you spend to do the work is potentially deductible — and most people miss half of them because nobody handed them the list.
You own a business (LLC, S-corp, or sole prop)
From home office to retirement match to the accountable-plan reimbursements, the deductions scale with you. So does the cost of missing them.
You're a W-2 earner with a side business
The side hustle has its own return of deductions. This is the checklist that keeps the two worlds straight at tax time.
You're catching up on a few years at once
Reconstructing deductions for multiple years is brutal without a framework. This gives you the categories to run each year against.
Before you download
Three quick answers.
- Is this actually free?
- Yes. No credit card, no trial, no catch. We give the checklist away because the business owners who use it well are exactly the ones we like working with later. The download starts the second you submit.
- Will you spam me?
- No. You'll get the checklist, a short follow-up to make sure it helped, and the occasional genuinely useful tax email. Unsubscribe in one click anytime — we'd rather you stay because it's worth it.
- What if I want help applying these to my situation?
- That's what the free 15-minute Tax Discovery call is for. The checklist is the "what." The call is the "how" — which deductions apply to you, what to start tracking now, and what's leaking money this year. No pitch, just a working session.
Get the 2026 checklist before your next purchase.
The best time to flag a deduction is the moment you spend the money. Download the checklist, keep it handy, and stop reconstructing deductions in March.
Your checklist is on the way.
The download starts automatically. We also emailed it to you so you have it forever.
Download didn't start? Click here →While you're here — book a free 15-min Tax Discovery and see, in dollars, what you're leaving on the table this year.
Book the Discovery →