How I present returns
Your tax return, told as a story.
After I file, I send you a short visual walk-through of the return. Income, savings, deductions, the outcome. You read it on your phone in a couple of minutes.
The recap, section by section
Here's what my clients are handed.
One card per step. Keep scrolling.
ExampleEvery number in these screens is made up. None of it is a client's return.
The starting point
01 · Income flow
Every dollar you earned, in one place.
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.
Example numbers The deductions I captured
02 · What I saved you
Your five biggest business deductions, surfaced.
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 are the deductions I included on your return.
Example numbers The single biggest lever
03 · Your largest deduction
The biggest reduction on your return.
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.
Example numbers The headline moment
04 · What my work was worth
The number I want you to walk away with.
How much less you paid because of the choices I made on this return: credits I went looking for, adjustments I applied, elections I made on your behalf. The baseline is the same return filed with none of them.
It is the difference between your return and that baseline. Nothing added.
Example numbers The bottom line
05 · Refund or owed
The final number, stated plainly.
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.
Example numbers Then it's all yours
06 · In your inbox
It shows up in your inbox.
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. Your link is private: it works once, expires after 15 minutes, and your recap stays behind your access code.
Forward it to a spouse, a bookkeeper, or a financial advisor whenever you like.
Example email
How it works
Three steps, and you're reading it on your phone.
I file your return
Same Wood Tax process. I prepare it, review it, and file it. Nothing about the work itself changes.
I build your recap
Your numbers become six short cards: income, savings, top deductions, and the outcome.
You get a private link
I email it over the day I file. Tap through it on your phone in a couple of minutes. Nothing to download.
Why it matters
A return you'll actually read.
You see what changed
Year over year, in plain numbers. Nothing buried in a 40-page return.
Where the strategy lives
Deductions, credits, and QBI are called out so the work I did is actually visible.
Easy to pass along
Send the link to your spouse, your bookkeeper, your financial advisor. No PDF to attach.
Kept private
Behind a private access code, with sign-in links that expire after 15 minutes and work only once.
Ready to see yours?
If I've sent you a Tax Recap, use your link to open it. If you're not a client yet, book a 20-minute intro call and I'll get you set up.