Select what applies to your household this year.
List every member of your household. Status: T = Taxpayer, S = Spouse, C = Child, D = Other Dependent.
Pull these from your most recent Form 1040 where noted. Leave blank if unknown — we can confirm from your return.
Outside employment only — not income from your own business.
Check anything that applies to either you or your spouse.
Skip this section if you don't own a business.
Check everything below before generating the strategy report.
Based on the data and selections entered, here's what the engine flagged for advisor review. This is a starting point for discussion — not a final recommendation.
Your Quantum Leap Tax Blueprint strategy report has been compiled. This form has no server, so nothing has been sent automatically — download the PDF below and share it with your advisor.
"Email to Advisor" opens your email app with the message drafted — attach the downloaded PDF before sending, since a webpage can't attach files on its own.