Hi, I built these tools for a simple reason: I love tax theory, but I hate repetitive grunt work.

Early in my career, I saw too many associates struggling to build complex allocation models from scratch every single year. It was inefficient, and frankly, it was dangerous. I wanted tools that didn't just "plug" the number, but actually followed the Regulations line-by-line.

I built these templates to be the tools I wish I had when I started. It’s not just a calculator; it’s a training guide. Every template includes embedded "Theory Boxes" that explain the Why behind the math, so you can train your staff while you get the work done.

Stop building from scratch. Start reviewing.