Tom's Tax Toolbox

Tom’s Tax Toolbox provides tax professionals with access to the tools, templates, and practice systems I use in my own practice and educational programs. These resources are designed to help you price, manage, and deliver higher-value tax services more efficiently and with greater confidence.

New tools and updates are released periodically, and existing items are refreshed as laws and best practices change.

Client tools in the Toolbox include:

• Letter to Employees About Tips/Overtime Deductions

• Personal Use Statement for Car Loan Interest Deduction

• Trump Accounts Client Overview

Practice tools in the Toolbox include:

• Client Disengagement Letter

• Tom’s Subscription Engagement Letter

• Tom’s Subscription System (coming January 2026)

• Tom’s Subscription Tracker

Tax tools in the Toolbox include:

• §351 Exchanges: The Easy Way (coming 2026)

• §453 Installment Sales: The Easy Way

• §721 Exchanges: The Easy Way (coming 2026)

• §1031 Exchanges: The Easy Way (coming 2026)

• Roth IRA Tracking Spreadsheet

• SSTB Cheat Sheet

• Tips Deduction Flow Chart (coming January 2026)

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