2025 Tax Return Projection
I understand the stress of not knowing your tax future. My expert process delivers accurate forecasts to guide your tax planning decisions.
Get peace of mind and control over your tax liability with clear insights.
Beware the “average rate of return”.
If a stock drops 50% in a year, what % does it have to go up the next year to get back to even?
That's right, it has to go up 100%.
What's the average of -50% and 100%?
That's right, 25%. Pretty impressive!
What was the ACTUAL return?
$0
Tax Basis Bookkeeping
Pristine Bookkeeping!
Your Tax Preparer Will Love It.
Stay compliant, maximize deductions, and eliminate IRS stress — all with clean, tax-basis financials designed to keep you, your tax preparer, and the IRS happy.
What's The First Question?
If your first question is “can I afford it?” then probably don't buy it.
If your first question is “is it worth it?” now we're talkin'.
Life Insurance Blueprint
Life Insurance.
You Know You Need It.
But how much and what kind?
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Case Study: Couple With $300,000 Wages
This is a hypothetical Tax Return Projection.
A married couple with $300,000 of household wages. They have some kids.
I changed none of the facts of their income or deductions and did a 2025 Tax Return Projection. What this does is show the difference in the results based purely on the changes in the tax code and tax calculations.
In 2024 they had a $565 refund.
In 2025?
They're projected to have a $3,756 refund.
Your results may vary.
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What Is Evil?
Evil is not defined by what it is, but rather what it isn't…
Evil is the lack of obedience to the moral law of God as expressed in the Bible.