The Seven Levers Scorecard
Eight questions about your income, your plans and your estate. You'll see which of the Seven Levers of Tax Savings™ people in your position commonly look at. Enter your email at the end and your result appears right away.
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Your result appears right here as soon as you enter your email. You stay on this page. We'll also send The Tax Architect: one tax move per issue. Unsubscribe anytime.
0 levers worth a closer look
General information from your answers, not tax advice. Whether a lever fits depends on facts a scorecard can't see.
From your answers, you may already be in good shape.
None of the Seven Levers stands out for your situation today. That can be good news: it often means the big decisions are already handled, or no large tax event is coming.
A scorecard can't see your return. A vest, a sale, a move or an inheritance can change the picture quickly.
Want it confirmed? In the Tax Architecture Audit, two Enrolled Agents check your return and your plans, and tell you plainly if nothing needs to change. That answer is worth having before a big year.
See the AuditYour tax bill is in the range where the Audit earns its fee.
In the Tax Architecture Audit, two Enrolled Agents check these levers against your actual return and the event coming up, and you get the written map. The fee is credited in full toward an engagement.
See the AuditSee each lever in depth.
The Seven Levers page has the guides behind every lever above.
Read the Seven LeversOwners commonly look at entity choice, reasonable salary in an S-Corp, and whether the 20% QBI deduction applies (it is limited for consulting and other service income above $403,500 joint taxable income).
Read moreProperty owners commonly look at cost segregation, 1031 exchanges and bonus depreciation. Using the losses against pay needs real estate professional or short-term-rental status.
Read moreFamilies with estate tax or a business to keep running commonly look at how a policy is owned: the death benefit is generally income-tax-free under IRC 101(a), and an ILIT can keep it outside the taxable estate. Taylored Tax doesn't sell insurance, and the Audit fee doesn't pay for insurance advice. Terrence Taylor holds the insurance licenses on our team: licensed life and health insurance agent, Texas license #3134952. He runs a separate agency, GameChanger Wealth Strategies, which serves Texas residents only today. Any insurance recommendation comes only from that agency, and the insurance company pays him a commission if a policy is placed. You're never required to buy anything. Terrence is a licensed insurance producer in 27 states and the District of Columbia.
Read moreOwners and high earners who already max a 401(k) commonly look at a defined benefit plan, which can allow much larger deductible contributions.
Read morePeople near or over the federal line, or in a state with its own estate or inheritance tax, commonly look at trusts, an ILIT and how assets pass outside probate.
Read morePeople who give anyway commonly look at giving appreciated shares instead of cash, a donor-advised fund, or a charitable remainder trust, and the gift has to happen before a sale is locked in.
Read moreFounders and early employees commonly check whether their stock qualifies for QSBS ($15M exclusion for stock acquired after July 4, 2025; $10M for earlier stock), and investors look at Opportunity Zones.
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