Fit Finances: Tax Checklist – Personal + Small Biz Edition | PDF DOWNLOAD AS MANY AS YOU NEED.
- Heather Newman
- Jul 6
- 1 min read

if you're like most women i work with — the idea of “getting your taxes together” feels heavy, confusing, or just plain annoying.but here's the truth:
it doesn't have to be.
structure is self-respect™ — and this 1-page checklist will give u the peace of mind and clarity you’ve been craving.
inside this tax checklist download:
– a personal tax prep list (for w-2s, student loans, medical, mortgage, and more)
– a small biz / llc checklist (organized for online business owners and creators)–
printer-friendly, easy to follow– perfect for sending to your accountant or using for diy prep
this is part of the fit finances series —
a real-life financial reset designed to help you take back control of your money, without the shame, stress, or fluff.
listen to part 1 + part 2 now:
🎙️ ep 255 – fit finances part 1: the wallet audit
🎙️ ep 266 – fit finances part 2: the cash envelope reset
→ listen now at glitteru.com/listen-now
these episodes walk u through the mindset, methods, and real strategies i use every week — and they pair perfectly with the downloads i created for you.
grab the tax checklist for $1
this is your prep sheet. your peace of mind.
your structure.
let’s make this your year of being on it — not overwhelmed.
more tools are coming later this week —
stay tuned for part 3.
xxheather
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