Resources/Tax Strategy Playbook
Module 04

Tax Strategy Playbook

Interactive tools: deduction checklist, S-Corp calculator, entity tax comparison, minister housing allowance, home office calculator, and a 1040-X walkthrough.

What H&R Block Probably Missed

These are the five most commonly overlooked deductions for self-employed individuals and small business owners. If you've used a national tax chain and have any self-employment income, there's a high probability at least one of these was missed.

1

Self-employed health insurance premiums (100% above the line)

2

Solo 401k or SEP-IRA contributions — up to $69,000/year

3

Home office deduction (if exclusively used for business)

4

Vehicle — standard mileage or actual expenses

5

Qualified Business Income (QBI) deduction — up to 20% of net income

Resource Pass unlocks the full interactive checklist — 30+ deductions across 6 categories, plus all calculators below.

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