Rich Direction workbooks
Explore paid Rich Direction workbooks with guided inputs, visible calculations, documented assumptions, and clear educational limitations. New products will be added here as they are released.
Workbook editions and release status
Compare an educational annual tax estimate with withholding and payments. Review the supported scenarios, assumptions, and software requirements before purchase.
In final review. Price and final delivery details will be published with the released product.
View 2026 release detailsBuild a personalized 2025 federal and simplified resident state income-tax estimate, enter local tax only when it applies, compare it with tax already paid, and review the calculations, assumptions, and sources behind the result.
Choose the correct edition
The 2025 and 2026 editions are separate products. Check the 2026 release page for current availability, supported scenarios, price, and delivery details.
Before purchasing
Each product page identifies its tax year, supported scenarios, source date, software requirements, and educational limitations. Confirm that the listed product matches the year you need before checkout.
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