Chapter 6: Additional Features and Tools

This chapter provides a complete breakdown of the Tax Savings Analysis report with screenshots of every page.

Purpose: Establish professional credibility and set the stage for the analysis.

Purpose: Provide a one-page summary of the client's tax profile based on questionnaire responses.

Purpose: Deliver the main verdict upfront with quantified confidence.

Page 4: Opportunity Signal (HIGH Variant)
Purpose: Communicate high likelihood of overpayment and justify immediate action.

Page 5: Opportunity Signal (MODERATE Variant)
Purpose: Communicate moderate opportunity with nuanced timing considerations.

Page 6: Opportunity Signal (LOW Variant)
Purpose: Deliver negative verdict while maintaining relationship and future opportunities.

Purpose: Quantify the opportunity in dollar terms while managing expectations.

Purpose: Identify specific, tangible issues that tax planning can address.

Purpose: Map identified problems to solution categories, demonstrating expertise.

Page 10: Cost of Inaction
Purpose: Create urgency by showing compounding cost of delay.

Page 11: Cost of Inaction (LOW Variant)
Purpose: Provide alternative messaging for low-opportunity profiles.

Purpose: Reiterate the main conclusion with clarity and confidence.

Purpose: Manage expectations and liability by clearly defining what this analysis does and does not do.

Page 14: Next Step
Purpose: Provide clear, actionable next step with strong call-to-action.

Page 15: Final Thought (POSITIVE Variant)
Purpose: Close with a clear, memorable answer to the central question.

Page 16: Final Thought (NEGATIVE Variant)
Purpose: Deliver negative verdict while maintaining relationship.

Page 17: Advisor Notes
Purpose: Humanize the automated report and facilitate immediate scheduling.

Page 18: Disclaimer
Purpose: Provide comprehensive legal protection and set clear boundaries.

Page 19: Back Cover
Purpose: Professional branded close.