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Do You Have Any Sample Tax Reports?
Yes! We have a variety of sample Tax Reports from sample clients of various backgrounds.
Below, find a listing of 2024 and 2025 sample Tax Reports and a brief description of the sample client.
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Peter and Paula Professor 2025 Tax Report - Working couple with Schedule C and E income and dependent children.
Tip: Peter & Paula Professor's story and Tax Report breakdown can be found in our Holistiplan Academy articles.
- Robert & Roxanne Retiree 2025 Tax Report - Retired couple with Social Security and Schedule E income.
- Austin & Lila Accumulator 2025 Tax Report - Working couple with three dependent children.
- Mark and Marjorie Middleton 2025 Tax Report - Working couple with two dependent children.
- Samuel Singletary 2024 Tax Report - Working individual filing head of household with one dependent child.