Tax Strategy Planner

1 · Client Tax Return Data

Enter figures from the client's return (or projections for 2026), or import a client file. Rental net income should already reflect current straight-line depreciation.

Client & Filing

Client name

Firm name

Filing status

Dependents

Children qualifying for Child Tax Credit (under 17)

Other dependents ($500 credit)

Income

W-2 wages (outside jobs)

Schedule C net profit

K-1 ordinary income (existing S-corp/pship)

W-2 wages paid by entity (for §199A)

Rental net income / (loss)

Long-term capital gains

Qualified dividends

Interest / ordinary dividends

Other income

Specified service business (SSTB) Rental losses currently usable (RE pro / passive income)

Deductions

Property tax (personal)

Mortgage interest

Charitable contributions

Other itemized deductions

Payments Made This Year (Year-to-Date)

Federal withholding YTD

IRS estimated payments YTD

State withholding YTD

State estimated payments YTD

Projection Assumptions

State effective rate (%)

Projection years

Annual income growth (%)

2 · Build Scenarios

The baseline (no strategies) is always computed. Add strategies to Scenario 2; optionally build a different combination in Scenario 3.

3 · Results

Run a comparison to see the baseline vs. scenario columns and the multi-year projection.

Your Firm · Tax Strategy Planner

1 · Client Tax Return Data

Client & Filing

Dependents

Income

Deductions

Payments Made This Year (Year-to-Date)

Projection Assumptions

2 · Build Scenarios

3 · Results

Strategy Library

1 · Client Tax Return Data

Client & Filing

Dependents

Income

Deductions

Payments Made This Year (Year-to-Date)

Projection Assumptions

2 · Build Scenarios

3 · Results

Strategy Library

Brand Settings