80+ Client-Specific Tax Playbooks
Profession-specific tax strategy guides for every client type. Each playbook covers the top deductions, entity structure, retirement planning, and audit risks for that profession. Updated for 2026.
Business Owner Playbooks
Tax Planning Playbook for Physicians and Medical Doctors
Tax Planning Playbook for Dentists and Dental Practice Owner
Tax Planning Playbook for Attorneys and Law Firms
Tax Planning Playbook for Real Estate Agents and Realtors: C
Tax Planning Playbook for Contractors and Construction Busin
Tax Planning Playbook for Consultants and Independent Profes
Tax Planning Playbook for Restaurant Owners
Tax Planning Playbook for E-Commerce Sellers and Amazon FBA
Real Estate Investor Playbooks
Professional & Executive Playbooks
Creative & Gig Economy Playbooks
Specialty Playbooks
Urgent Care & Telehealth Practice Owner
Anesthesiologist
Financial Advisor & Wealth Manager
Pharmacist (Private / Compounding Practice)
Bookkeeper & Enrolled Agent
Tax Planning Playbook for Photographers and Videographers: H
Tax Planning Playbook for Airbnb and Short-Term Rental Hosts
Pediatrician
Ophthalmologist
Plumber, HVAC & Electrician (Trade Business Owner) Tax Playb
Tax Planning Playbook for Electricians, Plumbers, and HVAC C
Architect (Private Practice)
Tax Planning Playbook for Veterinarians and Vet Practice Own
Dermatologist / Plastic Surgeon
Radiologist & Hospitalist
Tax Planning Playbook for Salon and Beauty Business Owners
Property Management Company Owner
Occupational Therapist / Speech Therapist
Tax Planning Playbook for Chiropractors and Physical Therapi
Tax Planning Playbook for Retail Business Owners
Optometrist & Eye Doctor
Nail Technician / Esthetician
Crna
Tax Planning Playbook for Nurses and Nurse Practitioners: Ev
Cleaning Business
Trucking Owner-Operator
IT Consultant / MSP Owner
Tax Planning Playbook for Construction Contractors and Trade
Staffing Agency Owner
Tax Planning Playbook for Uber, Lyft, and Rideshare Drivers:
Tax Planning Playbook for Freelancers and Content Creators
Food Truck / Mobile Food Business Owner
Airbnb & VRBO Host (Short-Term Rental)
Tax Planning Playbook for Software Engineers and Tech Worker
Civil & Structural Engineer (Consulting)
Attorney Lawyer
Tax Planning Playbook for Retail Business Owners
Tax Planning Playbook for Attorneys and Law Firms
Oral Surgeon & Periodontist
Tax Planning Playbook for Property Managers
Day Trader
Mental Health Therapist
Tax Planning Playbook for Event Planners and Wedding Planner
Commercial Real Estate Investor
Orthodontist
Veterinarian (Practice Owner)
Tattoo Barber Stylist
Tax Planning Playbook for Franchise Owners: How to Deduct Fr
Occupational Therapist & Speech-Language Pathologist Tax Pla
Tax Planning Playbook for Freelance Graphic Designers and We
E-Commerce Seller (Amazon FBA / Shopify)
Tax Planning Playbook for Freelancers and Content Creators
Tax Planning Playbook for Insurance Agents and Financial Adv
Cleaning Franchise Owner
Tax Planning Playbook for Mortgage Brokers and Loan Officers
Commercial Cleaning Business Owner
SaaS Founder & Tech Startup Owner
Tax Planning Playbook for Consultants and Independent Profes
Cardiologist & Interventional Specialist
Musician & Performer
Landscaper
Tax Planning Playbook for Trucking Owner-Operators
Physical Therapist Private Practice
Podcast & Online Course Creator
Behavioral Health & ABA Therapist
Pilot & Flight Crew
Auto Repair Shop Owner
Tax Planning Playbook for Salon and Beauty Business Owners
CRNA
Nurse Practitioner (Private Practice)
Tax Planning Playbook for CPAs, Accountants, and Bookkeepers
The information on this page is intended for licensed tax professionals (CPAs, EAs, and tax attorneys) and is provided for educational and research purposes only. Tax law is complex and fact-specific — all strategies discussed are subject to limitations, phase-outs, and conditions that may not apply to every client situation. Practitioners should independently verify all information against current IRS guidance, Treasury Regulations, and applicable state law before advising clients. This content does not constitute legal or tax advice.
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