A self-guided kit that turns scattered numbers into a one page Year End Planning Brief, so your planning conversation goes straight to decisions.
After the year closes, most of the decisions that shape your tax bill are already made. The kit helps you get your numbers and questions in order while there is still time to act on the answers.
Get the kit $47 →Most business owners walk into year end with scattered numbers and a vague sense that something needs attention. This kit gives you a structured place to work through it.
Seven short sections built for your phone. Tap through at your own pace, and your answers save as you go.
The full branded workbook for desktop or print, if you prefer working on paper or a larger screen.
Your answers assemble into one page you can save, send, or bring to your planning conversation.
Follow a completed brief from start to finish, so you always know what a section is asking for.
Bonus: the Tax Strategy Room year end session replay is added to your access page after the October 29 session.
Get the kit $47 →The kit does not tell you what you owe or which strategies to use. It puts everything a strategist needs in one place, so your planning time goes to decisions instead of discovery.
Income sources, estimated business profit, and tax already paid, organized into a full year view.
See which planning areas have never been reviewed, what information is missing, and which decisions have a deadline.
Each with a person responsible and a date, so the work moves forward instead of sitting in a folder.
Start wherever you are. Each step prepares you for the next one.
Join The Tax Strategy Room or read the 7 Tax Strategies guide to see what proactive planning looks like.
Complete the Readiness Kit and leave with your one page Planning Brief.
Get the kit →A Tax Blueprint Analysis reviews your brief against your actual numbers. You will not answer the same questions twice.
About the analysis →Personalized planning develops the recommendations and supports you through implementation.
No. The kit is fully self-guided. The Tax Strategy Room replay is a bonus for added context, and it appears on your access page after the October 29 session.
Yes. The mobile workbook is built for your phone and saves your progress on that device, so you can stop and come back. The fillable PDF is there if you prefer a desktop or printed copy.
No. It helps you organize your information and prepare focused questions. Calculations and personalized recommendations require an individual professional review, such as a Tax Blueprint Analysis.
Yes. Save your Planning Brief as a PDF or email it to them. If they already review these planning areas with you, the brief makes that conversation more focused. If your returns get filed but these areas have never been reviewed, that is the gap a Tax Blueprint Analysis is built to close.
That is expected at year end. The kit helps you mark what is missing and who can provide it. Use estimates where you need to and label them as estimates.
Your answers stay on your device unless you choose to send your brief to ALG Blueprint. The kit never asks for account numbers or Social Security numbers.
Seven planning strategies worth understanding before your next conversation with a tax professional.
Get the guide → Free Live MasterclassA free 30 minute live session on planning ahead. Next session Thursday, October 29 at 7:30 PM ET.
See the masterclass →Year end decisions run on a December 31 deadline. Get your Planning Brief together now, while there is still time to act on what you learn.
ALG Blueprint resources are educational. They are not tax, legal, or financial advice, and purchasing or using them does not create a client relationship. Tax rules change and individual circumstances vary.