2026 Year-End Edition · Bring This to Class
Let’s find the money
you may be leaving
on the table.
Answer a few questions about your income, business, and financial moves this year. You’ll get a federal tax estimate, the opportunities that fit your situation, and a year-end action plan.
In just 5–7 minutes, discover how much money you could potentially be leaving on the table before December 31.
1. Tax Liability Snapshop
Am I headed toward a tax bill?
2. Money Left on the Table Review
Where might I be missing opportunities?
3. Tax Savings Action Plan
What do I need to do before December 31?
4. Bonus: 38 AI Tax Strategy Prompts
Explore strategies and prepare smarter questions for the class and your tax
professional.
"You didn't grab this because you need another list of random tax tips.
You grabbed it because you're done getting to tax season and hearing about the
moves you could have explored while the year was still open."
— Ms. Business
$27
You work hard for your money. The question is, are you overlooking opportunities to keep more of it?
In just 5–7 minutes, this assessment helps you:
Know Your Tax Position: See if you could be heading toward an unexpected tax bill.
Spot Missed Opportunities: Identify potential tax savings you may be overlooking.
Get Ahead of December 31: Understand what tax-saving moves may still be worth exploring before year-end.
Ask Better Questions: Walk into your next tax conversation or class more informed and prepared.
$27
You work hard for your money. The question is, are you overlooking opportunities to keep more of it?
In just 5–7 minutes, this assessment helps you:
Know Your Tax Position: See if you could be heading toward an unexpected tax bill.
Spot Missed Opportunities: Identify potential tax savings you may be overlooking.
Get Ahead of December 31: Understand what tax-saving moves may still be worth exploring before year-end.
Ask Better Questions: Walk into your next tax conversation or class more informed and prepared.
