Tax Planning Dashboard
DELIVERY NOTE
Delivery Note — Tax Planning Dashboard
Contract: OUT-2026-TAX-PLAN-DASH Build: tax-plan-dash-20260623 Delivered: 2026-06-23
What Was Delivered (Production-Ready)
| Component | Status | Notes |
|---|---|---|
| Runnable web dashboard | ✅ Ready | Node 18+ static server + client-side calculations |
| Tax calculation module | ✅ Ready | Federal TY2025 brackets, SE tax, CTC, standard deduction |
| Strategy savings module | ✅ Ready | 6 built-in strategies + custom strategy slot |
| Editable inputs with persistence | ✅ Ready | localStorage auto-save |
| Dashboard views (7 tabs) | ✅ Ready | Summary, position, due/refund, strategies, comparison, quarterly, guide |
| Charts & KPI cards | ✅ Ready | Chart.js visualizations |
| Assumptions register | ✅ Ready | assumptions.json |
| Tax bracket documentation | ✅ Ready | tax-bracket-sources.md |
| Verification artifacts | ✅ Ready | Automated test scenarios in scripts/run-verification.mjs |
| User guide | ✅ Ready | user-guide.md |
| Disclaimers | ✅ Ready | Sidebar, client guide, delivery note |
What Requires CPA / Legal Review Before Client Reliance
| Item | Reason |
|---|---|
| All projected tax amounts | Estimates based on simplified models |
| State tax (especially NY) | NY uses flat-rate approximation; CA brackets approximate |
| S-corp reasonable salary | Requires comp analysis and entity-specific facts |
| Augusta Rule | Requires FMV documentation and business purpose |
| Paying children | Requires substantiation and kiddie tax analysis |
| QBI deduction | Not fully modeled |
| Itemized deductions | Not modeled; standard deduction assumed |
| AMT, NIIT, IRMAA | Not modeled |
| Safe harbor / underpayment penalties | Quarterly view is illustrative only |
| Multi-state allocation | Single state selection only |
Verification Summary
Automated verification tests:
- Multiple filing statuses (single, MFJ, MFS, HOH)
- Income increase/decrease behavior
- Withholding change impact
- Each strategy savings calculation
- Before/after comparison
- Moderate-income and high-income client scenarios
- Bracket traceability ($100K single test case)
- Tax year documentation
Run: node scripts/run-verification.mjs (server optional for V-1 API health)
Deployment Recommendation
- Internal advisory use: Deploy on firm intranet or secure client portal
- Client-facing: Host behind authentication; do not expose as public tax filing tool
- Updates: Refresh brackets annually when IRS publishes new Rev. Proc.
Support Boundaries
This delivery includes the dashboard application and documentation. It does not include:
- Integration with tax prep software (Lacerte, ProConnect, etc.)
- E-file or IRS submission
- Ongoing bracket maintenance SLA (can be scoped separately)