FForge Outcome Delivery
Tax Planning Dashboard

Overview

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Tax Planning Dashboard

Contract: OUT-2026-TAX-PLAN-DASH Build: tax-plan-dash-20260623 Tax Year: 2025 (IRS Rev. Proc. 2024-40) Classification: Web Application

What This Package Contains

A year-round tax planning dashboard for advisory clients:

  • Editable income, deduction, withholding, and filing inputs
  • Dynamic federal + state + SE tax projections
  • Strategy savings module (Augusta Rule, pay children, S-corp, retirement, accountable plan, HSA, custom)
  • Executive summary, tax position, due/refund, before/after, and quarterly views
  • Client-friendly explanation section with disclaimers

This tool provides planning estimates only — not tax filing authority.

Quick Start

cd delivery-package/tax-planning-dashboard/app
node server.js

Open http://localhost:3848 in your browser.

Package Layout

tax-planning-dashboard/
├── app/
│   ├── server.js
│   ├── index.html
│   ├── app.js
│   ├── styles.css
│   └── lib/
│       ├── tax-brackets.js      # TY2025 bracket data
│       ├── tax-calculator.js    # Core projection engine
│       └── strategy-savings.js  # Strategy module
├── tax-bracket-sources.md
├── assumptions.json
├── user-guide.md
├── run-deploy-instructions.md
├── verification-report.md
├── verification-report.json
├── outcome-contract.md
├── DELIVERY-NOTE.md
└── scripts/run-verification.mjs

Verification

With server running:

node delivery-package/tax-planning-dashboard/scripts/run-verification.mjs

Disclaimer

All figures are estimates for planning purposes. Calculations must be reviewed by a qualified tax professional before client reliance or filing decisions.