US Tax Season Pro Toolkit 2026

**Everything a CPA needs for tax season 2026, in one download.** ## What's Inside **Operations Guide** — Complete tax season playbook: 5-phase workflow, client communication cadence, quality control metrics, staffing tips. **2026 Reference Data** — Federal tax brackets (Single/MFJ/HOH), standard deductions, retirement contribution limits (401k, IRA, Roth, SIMPLE), IRA income phase-outs, key deductions & credits — all updated for OBBBA changes. **Interactive Calculators** — Browser-based, no install: - Federal Tax Bracket Calculator (input income → see bracket, effective rate, tax by bracket visualization) - Quarterly Estimated Tax Calculator (1040-ES for self-employed clients, SE tax, safe harbor rule) **Client Templates** (HTML, fill-in-the-blank, printable): - New Client Intake Form (personal info, income sources, deductions, bank info) - Document Organizer Checklist (34 items with progress bar + "Generate Client Email" for missing docs) **AI Prompt Library** — 5+ tested prompts for Claude/ChatGPT: tax code research, client email drafting, entity comparison, deduction maximizer, extension letter. **IRS Deadline Calendar** — Every 2026 deadline with form numbers, extension dates, and penalty notes. No software to install. Everything runs in your browser. Open, use, print.