Build your own
tax gameplan.
The same planning process a CPA firm walks clients through — made self-serve. Identify where you stand, choose from a library of strategies written and reviewed by practicing CPAs, and walk away with a personalized plan document and a deadline calendar. One time, no subscription.
Educational, not advice. No client relationship is created — and unlike most tools in this space, we’re upfront about exactly what that means.
Built from the working playbook of a practicing CPA firm — every chapter written and reviewed by people who run this process with real clients.
Four answers place you: how you earn, roughly what you make, how this year compares to normal, and whether you are still building or protecting what you have. Anything else that is true for you — rentals, kids, a sale ahead — is one optional list.
See the strategies people in your position commonly evaluate — each tagged for risk where it matters, with an honest read on setup and upkeep. The full library is always a click away.
Your strategies fall into two halves on their own — what moves the tax this calendar year, and what is structural or longer-term. Check the picture, then lock it: up to twelve strategies, a plan rather than a list of everything.
A personalized document with the full chapter for every strategy, a calendar file with every dated deadline, and an export built for your AI assistant.
Where you stand, the choices you made, and your strategies in two halves — this calendar year, and structural or longer-term. Web page, PDF, and an export your AI assistant can read and act on. Yours to keep.
A calendar file built from your selections: election dates, filing windows, and the recurring maintenance each strategy needs — with reminders — imported into Apple, Google, or Outlook once.
A full chapter for every strategy you choose: how it works, the steps in order, the mistakes that undo it, and the honest line — when this stops being a do-it-yourself project.
Your plan locks when you generate it and lives at a permanent page you can return to any time. The downloads are regenerated from that locked plan whenever you want them. A different plan is a new purchase.
Read one before you buy one.
Built for a made-up business owner with a partner, kids at home, and real wealth to protect — the actual document the builder produces, with the deadline tracker and three of its nine chapters in full. The rest are left out on purpose; the library is what you’re buying.
- The strategy library and the planning process, productized — the same map a CPA firm uses with paying clients.
- Education that respects your intelligence: real mechanics, real deadlines, real failure modes.
- A document and calendar you own outright. No subscription, nothing expires.
- Tax, legal, or investment advice. No one has reviewed your facts, and no client relationship is created.
- A projection of your savings. We show what strategies typically do — never a promise about your return.
- A substitute for judgment. This tells you what exists and how it works. A CPA tells you what’s worth doing in your situation — and signs their name to it.
Reach Baldridge Ledbetter, CPAs through their contact form — tell them you’re interested in a Gameplan. It is a separate engagement with a separate firm; nothing here is part of it.
Work with a CPA on the full versionEverything above — the guided builder, your document, the calendar, every chapter for your picks. Stamped to federal law on the day you build it, then locked: one purchase, one plan, yours for good.
Already bought one? Sign in with the email you used at checkout — no password, a link is sent to you.