# The Tax Planning and Documentation Module

The FIRM Guide (thefirmguide.com) — companion to The Recoverable Family.
Fill this in privately (any text editor or by hand), then store it in your Vault.


## Secure Guide Starter Template

> This template belongs in The Secure Guide, stored within The Vault. It documents where tax records live, how to access them, and who to contact — not the records themselves.

- Archive Type: 

- Physical Location (if applicable): 

- Locked?: 

- Key or Combination Location: 

- Digital Location (if applicable): 

- Encrypted?: 

- Decryption Password Location: 

- Years on File: 

- Notes: 

- Name: 

- Role: 

- Firm: 

- Phone: 

- Email: 

- Portal or Software Login Location: 

- Notes: 

### Tax-Related Account Logins (record login locations by reference, e.g., a password manager entry — never the password itself)
| Account | Platform | Login Location |
| --- | --- | --- |
|   |   |   |
|   |   |   |
|   |   |   |
|   |   |   |

### Document Retention Reference — general references; consult your CPA for guidance specific to your situation
| Document Type | Recommended Retention |
| --- | --- |
|   |   |
|   |   |
|   |   |
|   |   |
|   |   |
|   |   |
|   |   |


## Family Guide Starter Template

> This template belongs in The Family Guide. It provides orientation — where records are and who to call — without containing the records themselves.

> Our tax records are organized and stored as described below. Do not attempt to access or manage tax matters without first contacting our CPA.

- Archive Location: 

- Years on File: 

- CPA / Tax Preparer: 

- CPA Phone: 

- CPA Email: 

> If you need to act on tax matters: (1) Locate The Secure Guide for archive access details and account passwords. (2) Contact our CPA before filing, responding to any IRS or state notice, or making any changes to tax-related accounts. (3) For estate-related tax questions, refer to the Estate Plan Module and contact our estate attorney.