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Dec '25 •
DOCUMENTATION VAULT — What Makes Strategies Stick
This is where most people fail. Not because the strategy is wrong — but because the documentation doesn’t exist. Tax planning only works when it’s: - Supported - Substantiated - Defensible This section is the Documentation Vault. What this section is A centralized place for: - Checklists - Trackers - Templates - Examples - Supporting logic behind each move Every strategy in this group ties back to paperwork, not opinions. If it’s not documented, it didn’t happen. What you’ll find here - Income classification trackers - Expense substantiation frameworks - Home office support docs - Vehicle usage logs - Augusta-rule documentation examples - Decision trees for W-2 vs business paths These are planning tools, not forms you blindly copy. How to use this section 1. Do not download everything at once 2. Match documents to the specific move you’re on 3. Customize to your situation 4. Keep records before filing — not after Documentation is built during the year, not at tax time. Important rules - No retroactive fabrication - No “just in case” write-offs - No one-size-fits-all templates - Conservative, statute-aligned support only This vault exists to protect the strategy, not push the limits. What’s next Once documentation is in place: → Go to 4. IMPLEMENTATION (VIP) → Or post structured questions in 6. Q&A Planning → Documentation → Implementation That order does not change.
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Dec '25 •
THE 7 MOVES — The Tax Planning Framework (Read This Next)
This group runs on a framework. Not tips. Not tricks. Not random write-offs. Everything here is built around The 7 Moves — a sequencing system for tax planning that actually works in the real world. Most people fail at taxes for one reason: They apply strategies out of order. The same move can be: - Powerful in the right position - Dangerous in the wrong one What the 7 Moves are The 7 Moves are the core planning levers that determine: - How income is taxed - When income is taxed - What qualifies as deductible - What survives audit scrutiny They apply to: - W-2 earners - Business owners - Mixed income situations The order changes depending on where you start — but the framework stays the same. How to use this section 1. Watch the 7 Moves overview video first 2. Do not jump ahead 3. Do not implement anything yet 4. Take notes on which moves apply to your situation Implementation comes later. Important rules - This is tax planning education, not tax prep - Nothing here is a shortcut - Documentation and structure matter - Conservative, statute-based strategies only If you skip steps, you will break the system. What’s next After you understand the framework: → Go to 3. DOCUMENTATION VAULT → Then 4. IMPLEMENTATION (VIP) if applicable → Use Q&A only after you understand the moves This is how you stop guessing and start planning.
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Dec '25 •
Start Here: How This Group Works (Read First)
Welcome to Tea Leaf Tax. This group is built around tax planning as a system, not random tips. Everything here follows one rule: Order matters. What this group is • Education on how the tax code actually works • Planning → implementation → monitoring • Conservative, statute-based strategies • A framework you can apply year after year What this group is not • Not tax prep • Not personal tax advice • Not “write-off hacks” • Not one-off tricks without structure How to use this group 1. Go to 2. The 7 Moves (Framework) 2. Watch the videos in order — do not skip ahead 3. Use 3. Documentation Vault to understand what supports each move 4. Post questions in 6. Q&A (Structured) — include context Important The 7 Moves is the foundation. More strategies, examples, and documentation will be added over time — but the framework stays the same. If you follow the system, this will save you time, money, and mistakes.
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Dec '25 •
GENERAL DISCUSSION — Community & Updates
This is the open area of the group. Use this section for: - General discussion - Wins or progress updates - Clarifying announcements - Community questions that don’t require planning depth This keeps the rest of the group focused and structured. What this section is for - Sharing progress after applying a move - Asking high-level questions not tied to a decision - Discussing content from videos or calls - Noting changes you’re planning before execution Think: conversation, not planning. What this section is NOT - Not strategy implementation - Not tax advice - Not “what should I do?” threads - Not document reviews Those belong in Q&A or Implementation (VIP). Why this section exists A system still needs a place to breathe. Without a general discussion lane: - Questions leak everywhere - Structure breaks down - Signal-to-noise drops This category protects the rest of the framework. Simple rule If your post involves: - numbers - decisions - documentation - execution It does not belong here. If it’s discussion, reflection, or updates — it does. Final note The strength of this group is clarity. When each section is used correctly: - Answers improve - Time is respected - The framework stays intact Thanks for helping keep it clean.
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Dec '25 •
Q&A (STRUCTURED) — Ask Better Questions
This is the only place to ask questions. The quality of answers depends entirely on the quality of the question. This section exists to clarify how the framework works, not to replace planning. What this section is for - Clarifying how a move applies in general - Understanding sequencing and timing - Identifying which documentation supports a decision - Confirming whether something fits inside the framework Questions should be forward-looking, not retroactive. How to ask a question (required format) When posting, include: - Income type (W-2 / business / mixed) - Which move you’re on - What decision you’re trying to make - What documentation you’re unsure about Short. Specific. Action-oriented. What this section is NOT - Not personal tax advice - Not “what should I do?” posts - Not return review - Not emergency fixes after filing Those require a separate, formal engagement. Posting rules - One question per post - No hypotheticals with no intent to act - No screenshots of tax returns - No private information Posts that don’t follow format may be removed. Why this structure works Random questions create random answers. Structure creates useful guidance. This keeps the group: - Clean - Defensible - Valuable to everyone reading Where to go next - For execution help → 4. IMPLEMENTATION (VIP) - For tools → 3. DOCUMENTATION VAULT - For discussion → 7. GENERAL DISCUSSION Ask clearly. Plan deliberately.
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