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:

• Trump Accounts Overview (coming December 2025)

Practice tools in the Toolbox include:

• Client Disengagement Letter

• Tom’s Subscription Engagement Letter (coming December 2025)

• Tom’s Subscription System (coming December 2025)

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 (coming December 2025)

• SSTB Cheat Sheet

• Tips Deduction Flow Chart (coming December 2025)

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