Quantum Leap Tax Blueprint
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Quantum Leap Tax Blueprint
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Tax planning software for tax professionals

Deliver tax plans your clients will pay for. Without the enterprise price tag.

Quantum Leap Tax Blueprint is an advisor portal that takes a client from intake to a finished tax strategy report, so you can add planning to your practice without adding hours or a heavy software bill.

app.quantumleaptax.com
Blueprint
Clients
Intake
Strategy
Reports
New Client Plan
1
Intake
2
Strategy
3
Review
4
Report
Client name
Filing status
Income sources
Goals
Strategy summary
Built by
An Enrolled Agent
Background
Former federal financial crimes investigator
Background
Former state insurance auditor
Designed for
Solo and small practices
The practitioner's problem

Your clients want planning. Building it by hand does not scale.

Planning is where a tax practice becomes an advisory practice. But most preparers are stuck between spreadsheets that eat their evenings and platforms priced for large firms.

Plans take too many hours
Every custom plan starts from a blank page, which makes planning hard to offer at a fair fee.
Software costs too much
Planning tools are often priced for big firms, which is hard to justify for a solo or small practice.
Clients expect more than a return
Clients who only hear from you at filing time will notice when someone else offers a plan.
How it works

From client intake to a finished plan, on your terms.

01
Subscribe and sign in
Create your advisor account and open your portal.
02
Complete client intake
Enter your client's details through structured intake built for tax strategy.
03
Review the strategy
Apply your professional judgment and tailor the plan to the client.
04
Deliver the report
Generate a client ready report and present it as your own service.
Client Tax Strategy Report
Prepared for Client Name
Client snapshot
Recommended strategies
1
2
3
Next steps
The deliverable

A finished plan you can put your name on.

Every engagement ends with a professional report your client can read, understand, and act on. You bring the judgment. The Blueprint does the heavy lifting.

Client facts and goals in one organized summary
Strategy recommendations laid out clearly
Next steps your client can act on
Subscribe Today
Features

Everything you need to offer tax planning, nothing you do not.

Secure advisor portal
Your own sign in and workspace for every client plan you build.
Structured client intake
Consistent questions that gather what a planning engagement needs, every time.
Tax strategy plans
A clear plan built from your client's facts, ready for your review and edits.
Client ready reporting
Polished output you can hand to a client and stand behind.
You stay in control
A decision support tool. Your judgment and your signature stay on the work.
Priced for real practices
Simple subscription pricing, so planning pays for itself instead of eating your margin.
I built this the way I wished it existed when I was doing this work every day.
Rachel S. Gibbs, MBA, EA, NTPI Fellow, CTRS
Built by a practitioner

Made by someone who has sat where you sit.

Rachel is an Enrolled Agent, an NTPI Fellow, and the founder of Gibbs Financial Firm and Trifecta Tax Relief. Before private practice she worked as a federal financial crimes investigator and a state insurance auditor.

That background shapes how the Blueprint thinks about planning: a strategy has to be sound, documented, and defensible. She built this tool so independent practitioners can offer the same caliber of planning without an enterprise budget.

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Add tax planning to your practice this season.

Subscribe, sign in, and build your first client plan.

Gibbs Financial Firm
Boiling Springs, South Carolina
Quantum Leap Tax Blueprint is a decision support tool for tax professionals. It does not replace professional judgment. The practitioner is responsible for reviewing all output and for any advice given to clients. Results depend on client facts and current law.