Don't let next tax season turn into another scramble.

The Tax Extension Exit Plan

Tired of filing an extension because your bookkeeping isn't ready?

Get a practical, six-step plan to organize your books, tackle what's missing, and have your information ready for your tax preparer before your next filing deadline.

Here's what you'll get:

A personalized timeline: A month-by-month plan based on your start date and deadline.
A Bookkeeping Readiness Check: Find out what's done and what still needs attention.
Catch-up and account trackers: Keep tabs on unfinished work, missing records, and questions for your preparer.
A Tax-Ready Packet checklist: Know exactly what to gather before meeting with your tax preparer.
A printable guide and workbook: Keep everything organized as you work through the plan.

$19 one-time purchase. No subscription.

🔒 Secure checkout | Instant online access | Progress saved across devices

FAQs

How do I get my Tax Extension Exit Plan?
- Right after your purchase, you'll receive an email with instructions to access your tool. Everything is online, so there's nothing to install and nothing shipped to you. Your printable guide and workbook are included.
Is this a subscription?
- No. It's a one-time $19 purchase. You'll be able to return to your plan through your OYB Tools library without paying a monthly fee.
Do I have to finish everything in one sitting?
- Not at all. Your progress saves to your account as you work. You can come back whenever you're ready and pick up where you left off, even on another device.
Will this prepare or file my taxes?
- No. The Tax Extension Exit Plan helps you organize your bookkeeping, identify unfinished tasks, and prepare the information your tax professional needs. It doesn't prepare tax returns or replace professional tax advice.