Data Visualization Library

Card-Stock White · Deep Letterpress Edition

INK · AZURE · AQUA — ETCHED INTO PREMIUM STOCK

SECTION 01

KPI Metrics

Big numbers, pressed deep into cotton paper

Tax Savings YTD $74,000 ▲ +12% vs LY
Effective Rate 18.4% ▼ -3.2% optimized
Strategies Active 4 ✓ All compliant
Days to Deadline 16 ⚠ Review pending
SECTION 02

Bar Charts

Vertical, horizontal, before/after

Savings by Quarter $74K
Q1
Q2
Q3
Q4
Strategy Impact
§162
$24K
§280A
$18K
§179
$12K
Before / After
Fed
State
FICA
Before After
SECTION 03

Tax Bracket Visualization

See where money bleeds into inefficient brackets

Marginal Tax Brackets (MFJ 2024) $500K Income
10%
$2,320
FULL
12%
$9,152
FULL
22%
$18,568
FULL
24%
$22,512
FULL
32%
$29K
$16K left
35%
$218K cap
Before / After
Without Strategy
$175,000
With Strategy
$101,000
▼ $74,000 SAVED
SECTION 04

Gauges & Ring Charts

Progress and distribution

Risk Level
Low Medium High
Medium-Low (35/100)
Savings Distribution
$74K
Total
Wages Deductions Credits
Journey Progress
3
4
TAM TAQ TAD TPD
SECTION 05

Calculator Displays

The "Holy Shit" moment — big numbers that close deals

$48,250
Estimated Recoverable Tax
Current Liability
$175K
Optimized
$101K
SECTION 06

Flow Diagrams & Timelines

Visualize income flow and client journey

S-Corp Income Flow
Gross Revenue
$950K
Net Profit
$750K
W-2
$120K
Distribution
$630K
Client Journey
Dec 1, 2024
TAM Completed
Dec 5, 2024
TAQ Submitted
Dec 15, 2024
TAD Scheduled
Pending
Implementation
SECTION 07

Heatmap & Status Grid

Activity and system status

Strategy Activity (12 Mo)
Less
More
System Status
AuditArmor™
Active
Compliance
100%
!
Deadline
16 days
SECTION 08

Strategy Stacks & Lists

Compact strategy display

Active Strategies
§
Hiring Children
IRC §162
$24,000
§
Augusta Rule
IRC §280A
$18,000
§
Cost Segregation
IRC §168
$32,000
Inline Status
System Online
Compliance OK
1 Review Pending
System Nominal
Last Scan 09:41 AM
Version v4.0.2
50+
Chart & Visualization Components
Bar Charts Sparklines Brackets Gauges Donuts Heatmaps Flows Timelines Calculators Status Grids
Card-Stock White · Deep Letterpress · Ink · Azure · Aqua