Case Study 1 Tax Plan

The Scenario

  • Married Filing Jointly
  • 2 Kids
  • W2 Income
  • Side Business (Schedule C)
  • Tax Strategies:
  • HSA Contribution
  • S-Corp Election
  • Solo 401k/SEP
Create an Account

Entered Taxpayers’s Age and Dependents

Enter W2 and Side Business Income

Toggle The HSA and SEP IRA Strategies

Toggle The S-Corp Election and Enter a Dollar Figure

Scroll Down & Create a PDF Report or Save

View The Sample Report