Most people have no idea how many legal levers exist to lower their tax bill — they just pay what the software says. Answer a few quick questions and this builds a personalized playground of strategies that fit your situation. Flip them on, watch your savings score climb, and see — roughly — where your money goes and what's possible.
This is a directional sandbox, not tax advice.
The numbers are estimates meant to show scale and direction — not your real return.
Every situation has details a calculator can't see. Use this to walk into your CPA or advisor with better questions.
Your sandbox saves on this device so you can come back and keep playing.
Quick intake
FOUND SO FAR — SAVED VS BASELINE
$0
STICKER-PRICE TAXPAYER
CASH TO YOU
TOTAL TAX
EFFECTIVE RATE
STRATEGIES0 / 0
Where your money goes
Worth exploring with your advisor
These are powerful but too situation-specific to model honestly here. Bring them up — they can move real money.
Your Tax Strategy Blueprint · 2026
The Undertaxed Top Producer
Directional estimates for educational purposes only — not tax, legal, or financial advice. These figures are simplified 2026 estimates that ignore details of your real return (phase-outs, AMT, credits, state specifics, strategy interactions beyond what's modeled). Nothing here creates an advisor or preparer relationship. Take this blueprint to a licensed CPA or tax advisor and pressure-test every line before acting.
Your active strategies — and the question to ask your CPA about each
Still on the table
Bring these up too
2026 tax year figures (IRS Rev. Proc. 2025-32 · Notice 2025-67). Built by Bogen.ai — AI systems and strategy for people who run their own P&L. bogen.ai