Client Info

Client First Name

Tax Year Filed

Filing Status

Next-Year Plan

Income Growth Projection

Expected Growth Rate

%

How much do you expect income to grow next year?

Projected Net Business Profit

$

Override auto-calc if you have a specific number

Notes for Client

This Year's Income (from return)

W-2 & Business Income

W-2 Wages (Self)

$

Spouse W-2 Wages

$

S-Corp W-2 Salary (owner)

$

Included in W-2 above — enter separately for SE tax calc

Business Net Profit (Sch C)

$

Sole prop / single-member LLC subject to SE tax

S-Corp Distributions Taken

$

Not taxable unless exceeding basis — used for take-home picture only

S-Corp Net Profit (K-1)

$

Box 1 of K-1 — passed through to personal return

Other Income

Rental Income (net)

$

Interest & Dividends

$

Capital Gains (LT)

$

Other Income

$

Deductions & Credits Taken This Year

Standard / Itemized Deduction Used

$

Retirement Contributions (ATL)

$

SEHID Taken

$

QBI Deduction Taken

$

Child Tax Credit Claimed

$

Total Federal Tax Paid

$

From line 24 of Form 1040

Strategies to Explore for Next Year

Select applicable strategies (toggle on/off)

Employing Children Details

Enter each qualifying child. Wages up to the standard deduction ($15,000 in 2026) are tax-free to the child and deductible to the business.

S-Corp Election Analysis

Projected Net Profit Next Year

$

Proposed Reasonable Salary

$

Must be reasonable comp for owner's role

Strategy Amounts for Next Year

Accountable Plan (annual)

$

Home office, mileage, phone, meals, etc.

Retirement Contribution (employer)

$

SEP, 401k employer match, SIMPLE

Health Insurance Premium (annual)

$

For SEHID / S-Corp 2% shareholder

HSA Contribution

$

Board of Advisors Fees

$

Total annual fees paid to advisors

14-Day Home Rental (Augusta Rule)

$

Fair market rent × days (max 14)

Personal Message to Client

Opening message (appears at top of report)

Post-Filing Strategy Report