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2 contributions to The Tax Strategy Network
Where do you actually stand? New tool, live now (beta).
Most business owners can tell me their revenue. Almost none can tell me which stage they're actually in — Basecamp, Ascent, or Summit — without me pulling their P&L apart by hand. That's what ClearPath Mapper does now, on your own. Upload a P&L export (CSV or PDF). It maps every line into the ClearPath framework — Revenue, COGS, Fulfillment, Systems, People — and hands you back a stoplight scorecard: what's solid, what's bleeding, and which Basecamp benchmark you're missing. It's live, but it's beta. Expect rough edges. If you hit one, tell me — that's exactly the feedback that turns this into something I hand to the whole list with confidence. On cost: this becomes a paid tool eventually — running your data through it costs real money on my end, it won't stay free forever. Right now, in beta, it's free. And once pricing lands, Navigators and VIPs get it included, same as everything else I build. Try it: clearpathmap.taxsherpa.com — or read how it works first at clearpath.taxsherpa.com Drop your results, questions, or bugs in the comments. That's the fastest way to get this ready for everyone else.
1 like • 3d
Neal, a usability thought from the web/app side: could someone try the mapper with a sample P&L before uploading their own file? A short demo showing an ambiguous line being corrected would help explain the process as well as the scorecard. I haven't tested it yet—does the current version let users review category assignments before generating the results?
0 likes • 2d
@Neal McSpadden Thanks, Neal—that review/confirm step answers my main question. For v1.0, one worked sample could keep the guide short: upload, correct one ambiguous category, then read the report. Showing a correction would be more useful than only showing a perfect result. Is the first release aimed mainly at owners doing this themselves, or bookkeepers helping clients?
Welcome to The Tax Strategy Network!
You’re in the right place if you want to legally reduce taxes, keep more of what you earn, and have ongoing support as you actually implement strategies in real life.​ How the community is structured We keep things simple with three levels so you always know what you have access to and where to go next.​ - Free Forever (everyone starts here) – This is the open community where you can join discussions, see updates, and get a feel for how we think about tax strategy for business owners.​ - Navigators (labeled “Premium” in Skool) – This is for people who want access to all of the tools, trainings, and resources I’ve created (and will create) to help you design and implement tax strategies on your own.​ - VIP Tax Plans (labeled “VIP” in Skool) – These are clients who have purchased a custom tax plan; they get everything in the lower levels plus classroom resources built specifically to help operate the strategies in their plan throughout the year.​ What Navigators get If you’re in the Navigators level, you unlock the full Classroom, all current and future trainings, and our weekly live call.​ - Weekly Navigators Call: Thursdays at 3 p.m. Eastern (already on the Skool calendar).​ - Deep-dive trainings on specific strategies, tools walkthroughs, and implementation guidance so you can confidently apply what you’re learning.​ What VIP Tax Plan clients get If you’re in the VIP level, you have a personalized tax plan that lays out the math, what to do, and how to do it.​ - The Classroom includes step-by-step resources tailored to operating the strategies in your plan—things like accountable reimbursement workflows and other “how do I actually do this?” guides.​ - As life and business happen during the year, you can refer back to these resources to make sure each strategy is set up and executed correctly.​ Your first action: Coffee Break with Neal No matter what level you’re in, the best way to plug in is to add our weekly Coffee Break with Neal to your calendar.​
1 like • 3d
Hi Neal and everyone, I'm Sam, founder of Kotrixel. We work on websites, apps and digital marketing. I'm here to learn about the business side of running a growing agency and contribute where I can on website usability and client onboarding—not tax advice. Thanks for opening up the free community; I'm looking forward to the discussions.
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Sam Kot
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@sam-kot-2255
Kotrixel — Shopify, websites, apps & growth systems for ambitious brands. We build clear, conversion-ready digital experiences.

Active 18h ago
Joined Sep 29, 2026
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