Perfect for starting your tax strategy:

  • Estimated Effective Tax Rate

  • Adjusted Taxable Income & Tax Bracket Analysis 

  • Proposed Strategy

  • Strategy Comparisons

  • Prefilled 1040 Sheet

  • Balance Sheet


It's not just about getting your W2 and filing your taxes. It's about creating a tax strategy to lighten your tax burden. Impress your tax preparer or accountant with this BluePrint and start talking about your tax strategy for the new year!


Useful to speak to a tax preparer, CPA, CFP, wealth strategist, investor, lender, portfolio manager


Electronic Report Only.  Physical Copies Coming Soon! 

Taxes BluePrint

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