$0
Est. Tax Burden (2026)
$0
Deductions Found by AI
$0
Depreciation This Year
$0
Potential Additional Savings
0
Tax Efficiency Score (0-100)
Property Depreciation Tracker
Plan: Enter Property Data
Do: Calculate Schedules
Check: Verify Against CPA
Act: File Returns
| Property | Entity | Type | Purchase Price | Purchase Date | Land (20%) | Depreciable Basis | Life (Yrs) | Annual Depr. | Years Held | Accum. Depr. | Remaining Basis | Status |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TOTALS | $0 | $0 | $0 | $0 | $0 | |||||||
Income & Expense Categorizer
Add Transaction
Manual entry until QBO API auto-pull is wired.
Running Totals by Category
Transaction Log
| Date | Type | Category | Description | Entity | Amount | Action |
|---|
Tax Strategy Library — 13 Strategies
Plan: Research Strategy
Do: Implement
Check: Verify Savings
Act: Optimize / Continue
Auto-sorted by estimated savings (highest first). Status stored in localStorage.
Tax Savings Dashboard
Aggregate Tax Summary
$0
Total Income
$0
Total Deductions
$0
Taxable Income
$0
Est. Federal Tax
0%
Effective Rate
AI-Found Additional Deductions
Based on strategy analysis and portfolio data:
$0
From depreciation + strategies marked "Implementing"
Savings by Category
Year-over-Year Comparison
AI Tax Service ROI
CPA Package Generator
Document Checklist
Check off items as they are prepared. Progress saved automatically.
- All property depreciation schedules (from Depreciation tab)
- Income summary by entity
- Expense summary by category
- 1099 income documentation (Wirtz $240K/yr)
- Vehicle mileage log
- Travel expense log
- Home office calculation (Kent Way)
- Entity structure documentation (KMJ Global Holdings hierarchy)
- WLP policy statements and loan interest (3 policies, $310K/yr premium)
- Private money lending documentation (Corunna $655K + Carpenter $104K)
- UK property income/expense and foreign tax credits
- K-1 forms (Corunna Enterprise Group partnership)
Progress:
0/12