The First-Year New Homeowner Toolkit
£19.00
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The First-Year New Homeowner Toolkit
£19.00
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Your home didn't come with a manual. This is the closest thing to one.
Most first-year homeowners miss deductions they were entitled to and let builder warranty windows close unclaimed, simply because nobody told them to look. This toolkit covers the four areas that trip up new homeowners most: taxes, builder warranty, seasonal maintenance, and the mistakes that cost the most.
What's included:
- A first-30-days checklist for getting settled with confidence
- General federal tax facts (mortgage interest, points, the SALT cap) framed as the questions to bring to your CPA, not personalized advice
- A homestead exemption explainer that points you to your own county assessor rather than guessing at numbers
- An 11-month builder warranty walk-through checklist, so nothing gets missed before it expires
- A seasonal maintenance calendar, month by month
- A repair fund calculator and 4 fillable worksheets (systems and warranty tracker, tax document checklist, seasonal tracker, warranty claim log)
Format: PDF guide plus a spreadsheet with a working repair fund calculator and fillable tracker tabs.
This toolkit provides general educational information, not personalized tax, legal, or financial advice. Confirm specifics with your CPA and your county assessor's office.