Advisory Planner
Review the books, project the tax, and produce one report per check-in. Prototype: nothing is saved.
Engagement
CSV columns: Date, Description, Amount. Money out is negative. Data stays in this browser tab and is not saved.
Summary
Where the money goes
Transactions
| Date | Description | Amount | Category | Deduct % | Deductible | Note |
|---|---|---|---|---|---|---|
| No transactions yet. Upload a CSV or load the sample data. | ||||||
Mileage
Confirm the IRS standard rate for the tax year. If using mileage, do not also deduct actual vehicle costs for the same vehicle.
Report summary
Household
W-2 income (year to date, from paystubs)
Projected by scaling YTD to the full year. Edit for raises, bonuses, or job changes.
Business and other income (full year)
Payments and safe harbor
What-if
At a glance
Result
Simplified: ignores QBI wage and SSTB limits, additional Medicare tax, NIIT, AMT, state tax, and credit phase-outs. Validate against your tax software. Bracket values below are 2026; verify and update each year.
Tax-saving levers
Add only the levers that fit this client.
Estimates only. Each bar shows that lever on its own against the current projection; combined savings can differ because of brackets. Documentation, eligibility, and limits are your judgment and are not enforced. Federal only; simplified.