The Keep More Plan
See what you could keep this year.
Eight questions, about two minutes. You get a conservative first-year plan built on the same math our planners use, and then you choose what happens next.
Eight questions · About two minutes · No sign-up to see your estimate
- Forward, not backward. Built around the year you are in, while there is still time to act on it.
- A conservative estimate, not a sales number. We show 70–80% of what our model finds, rounded the cautious way.
- By category, not by product. You see where the savings come from, not a pitch.
Your Keep More Plan · a conservative first-year estimate
Here is what you could keep this year.
Where it comes from
These are estimates, not tax advice. The Keep More Plan is an educational illustration
built only from the figures you entered and published 2026 federal and state tax schedules. To
stay conservative, the ranges shown scale the plan our model found for your first year to
70%–80% of its size, so tax saved and cash put in scale together. It is not a guarantee or a promise of any result. Any real
plan depends on the facts we review with you in an assessment. Your actual outcome depends on your full tax
return, the specific investments used, elections made, and the law in effect when a plan is
implemented. The investment category requires investing capital, which is at risk and can
lose value; its tax credit applies only to investments that qualify and may be recaptured if
the investment is disposed of early. Accelerated depreciation generally defers tax rather than
eliminating it, and it may be recaptured when the asset is sold. Retirement contributions stay in accounts you own and are
generally taxed when withdrawn. Figures cover one tax year only. They exclude local income
taxes, state credits, and limits that depend on facts this tool does not ask about, including
at-risk, passive-activity and excess-business-loss rules. Using this tool does not create a
client relationship with Taylor Proactive Team. Do not act on it without a qualified
professional reviewing your return.
To the extent this communication concerns federal tax matters, it is not intended or written to be used, and cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code (Circular 230).
To the extent this communication concerns federal tax matters, it is not intended or written to be used, and cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code (Circular 230).
See your full plan
Where each figure comes from, what it involves, and your two ways forward.
Tax planning is forward looking and allows us to write history before it happens.
Your Keep More Plan
Where it comes from
Your next step
Two ways forward
Pick whichever fits. We would rather tell you honestly what is possible than sell you something that isn't.
Tax planning is forward looking and allows us to write history before it happens.
Sharpen your plan
Optional. Each answer tightens your range.
These are estimates, not tax advice. The Keep More Plan is an educational illustration
built only from the figures you entered and published 2026 federal and state tax schedules. To
stay conservative, the ranges shown scale the plan our model found for your first year to
70%–80% of its size, so tax saved and cash put in scale together. It is not a guarantee or a promise of any result. Any real
plan depends on the facts we review with you in an assessment. Your actual outcome depends on your full tax
return, the specific investments used, elections made, and the law in effect when a plan is
implemented. The investment category requires investing capital, which is at risk and can
lose value; its tax credit applies only to investments that qualify and may be recaptured if
the investment is disposed of early. Accelerated depreciation generally defers tax rather than
eliminating it, and it may be recaptured when the asset is sold. Retirement contributions stay in accounts you own and are
generally taxed when withdrawn. Figures cover one tax year only. They exclude local income
taxes, state credits, and limits that depend on facts this tool does not ask about, including
at-risk, passive-activity and excess-business-loss rules. Using this tool does not create a
client relationship with Taylor Proactive Team. Do not act on it without a qualified
professional reviewing your return.
To the extent this communication concerns federal tax matters, it is not intended or written to be used, and cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code (Circular 230).
To the extent this communication concerns federal tax matters, it is not intended or written to be used, and cannot be used, for the purpose of avoiding penalties under the Internal Revenue Code (Circular 230).