The Keep More Plan

See what you could keep this year.

A few quick 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.

A few questions · About two minutes · No account or password

  • 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

Category figures are rounded down separately, so they can add up to slightly less than the total. We walk through each one with you on the call: what it involves, the money that goes in, and the risks.

Your next step

See your full plan with our team

Book a short call and we’ll walk you through exactly how we’d do it: each figure above, what it involves for your return, and what holds up.

Tax planning is forward looking and allows us to write history before it happens.

Merrill Taylor, CPA · Founder
Not ready to talk yet?
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. 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).

Book your call

Pick a time that works

30 minutes with Taylor Proactive Team, on Zoom.