One card per step. Keep scrolling.
I start the recap with your income. W-2 wages, business income, retirement, interest, dividends, capital gains. Every source on one card, biggest at the top. You don't have to dig through forms to figure out what the IRS actually saw.
Most of my clients tell me this is the first time they've looked at their income laid out like this since the year they filed.
If you run a business, this is usually the card where the conversation gets real. I pull the top five Schedule C deductions and show you the dollar amount I captured on each, plus what your tax bill would have looked like without them.
These aren't write-offs you could have taken. They're the ones I actually took.
Whether it was QBI, mortgage interest, a charitable contribution, or something else entirely, I call out the single largest deduction on your return and what it actually did for you.
If you only remember one number from the recap, I'd want it to be this one.
How much less you paid because I filed this return, compared to a by-the-book filing with no strategy. Credits I went looking for, adjustments I applied, elections I made on your behalf.
I don't pad this number. It's what ended up on your return vs. the baseline.
No hedging, no fine print. Just the final number. Green if you're getting a refund, red if you owe. This is the one clients tend to screenshot.
No app to install, no portal to log into, no password to remember. The day I file, you'll get an email from me. Tap the button and your recap opens in your browser, the same way you just scrolled through this one.
Feel free to forward it along to a spouse, a bookkeeper, or a financial advisor. It's just a link.
Same Wood Tax process. I prepare it, review it, and file it. Nothing about the work itself changes.
Your numbers become six short cards: income, savings, top deductions, and the outcome.
I email it over the day I file. Tap through it on your phone in a couple of minutes. Nothing to download.
Year over year, in plain numbers. Nothing buried in a 40-page return.
Deductions, credits, and QBI are called out so the work I did is actually visible.
Send the link to your spouse, your bookkeeper, your financial advisor. No PDF to attach.
Access-code gated, the link expires, and it's not indexed by search engines.
If you're already a client, check your email. Your recap link is waiting. If you're not a client yet, book a call and I'll get you set up.