Accountack — Tax Strategy Calculator Chartered Accountants Tax Strategy & Savings Calculator Client planning workbook · confidential ➕ Add custom strategy 💾 Save plan 📂 Load plan 🏢 Business & Client Information Client / Entity name Prepared by Entity type Sole Proprietor / Schedule C Single-Member LLC S-Corporation C-Corporation Partnership / Multi-Member LLC Industry / NAICS (optional) Business net profit ($/yr) W-2 wages paid by business ($/yr) Owner / officer wage ($/yr) # of employees ➕ Additional companies / K-1 income received from other pass-through entities — added to household income ➕ Add K-1 / company ➕ Additional W-2 income (other employers) client wages from other sources — added to household income ➕ Add W-2 source 👤 Personal & Household Filing status Single Married filing jointly Head of household Household taxable income auto from entity + W-2 Override income blank = auto Spouse W-2 wages ($/yr) added to household State of residence State income tax rate (%) auto · editable Age (oldest spouse) # of dependent children — Federal marginal rate — Combined ordinary rate — LT cap-gains rate — SE / payroll rate Override marginal % blank = auto 📚 Tax Strategy Library Toggle a strategy on, set the amount, and savings recalculate instantly. The gold Outlay $ column captures the cash the client must deploy (it auto-follows the amount where the strategy requires spending — edit it to override). NO-CASH tags mark strategies that need no new capital. For cost segregation, enter the property purchase price and the first-year deduction + saving compute automatically. All 💎 Hidden gems 🪙 No-cash ✓ In plan Expand all Reset 🧾 Expected Total Tax Household taxable income $0 Tax before plan $0 Tax after plan $0 Effective rate after — Estimated federal income tax (progressive brackets) plus state at the entered rate. After-plan figure reflects the deductions and credits engaged below. Excludes self-employment/payroll tax and AMT. Estimated Annual Tax Savings $0 0 strategies selected Permanent savings $0 ⏱ Timing / deferral benefit $0 Total deductions engaged $0 Total credits engaged $0 💸 Capital Outlay $0 Tax saved per $1 deployed — No-cash strategy savings $0 Outlay = new cash the client deploys (contributions, purchases, down payments, premiums). Most outlays build the client's own assets — retirement balances, real estate, equipment — so this is capital repositioned , not spent. Value-Based Fee Advisory fee anchored to documented savings. Client keeps the multiple. Fee rate 15% Suggested advisory fee $0 Client net benefit (yr 1) $0 Return on fee — 📄 Generate detailed report + timeline 📋 Client instruction sheet (no figures) 🖨 Quick summary Reset fee Illustrative planning estimates only — not tax, legal, or investment advice. Figures assume strategies are properly implemented and documented; actual results depend on eligibility, limits, and facts. Cost segregation assumes property-type assumptions (≈15–20% land; ≈22–27% reclassified to short-life property), and 100% bonus depreciation (post-1/19/25 placed-in-service). Several strategies (e.g. §831(b) captives, family wages) carry substantiation and related-party (§267) requirements and require review before adoption. Prepared by Accountack, Chartered Accountants. Report preview ⬇ Download PDF ⬇ HTML 🖨 Print ✕ Close