Warm-up
Check yourself
Your agent finds you paid a freelance designer $2,400 by bank transfer in 2026, and there's no W-9 on file. What's the best next step?
Exercise 5
Assemble Your Year-End Tax Packet
About 35 min
Your task
You'll build a tax folder, a contractor and W-9 tracker, a tax calendar, and an agent-assembled draft packet with a "Questions for my accountant" document. You'll finish with everything your accountant needs except the facts only you can supply. This is general information, not tax advice.
- Time
- 35 minutes
- You'll need
- Claude Cowork with your Finance folder, a year-to-date Profit and Loss export from your accounting app (or the sample data from earlier exercises), your calendar
- Builds on
- Lesson 5
Coaching clients
This course comes with private coaching.
Private coaching with David opens every course here, with a syllabus built around your business. Already a client? Sign in with the email you paid with.