What's Inside the Pack
Four downloadable resources. Each one solves a specific piece of the state tax puzzle.
State Relocation Tax Checklist
14-item evaluation covering income tax, property tax, sales tax, estate rules, and domicile requirements for any state you're considering.
5-Step Residency Protocol
The proven sequence for establishing legal domicile — from driver's license to voter registration to tax filing — in the right order.
50-State Rate Reference Card
One-page printable grid: top marginal income tax rate, average property tax, sales tax, and estate tax threshold for all 50 states.
Residency Tracker Template
Document your days, ties, and intent. The exact records you need if a high-tax state challenges your move.
The State Relocation Tax Checklist
Before you pack a box, run this 14-item audit. Each item maps to a specific tax that will change when you cross state lines — and some states will still come after you for years after you leave.
Checklist Preview
The 5-Step Residency Change Protocol
Changing your legal domicile isn't just moving — it's a legal argument you make with actions. High-tax states like California and New York audit former residents aggressively. This protocol builds an airtight case.
Protocol Preview
Establish Physical Presence
Spend 183+ days in the new state. Keep a day-count log from Day 1 — not after the fact.
Sever Ties With Old State
Surrender old driver's license, close local bank accounts, terminate voter registration, sell or convert primary residence.
Build New-State Domicile Evidence
New license, vehicle registration, voter reg, primary physician, house of worship, social clubs — the 12-point domicile matrix.
File the Correct Residency Affidavit
Many states require a formal declaration of domicile. File it in the right county within 30 days of establishing presence.
Execute the First-Year Tax Filing Strategy
Part-year returns in both states. Allocate income correctly. Know which state gets what — and what triggers an audit.
The 50-State Tax Rate Reference Card
A single printable page with every state's top marginal income tax rate, average effective property tax rate, combined sales tax, and estate tax threshold. Tape it to your wall. Know the numbers at a glance.
Reference Card Snippet
| State | Income | Property | Sales |
|---|---|---|---|
| Florida | 0% | 0.80% | 7.07% |
| Texas | 0% | 1.60% | 8.20% |
| Tennessee | 0% | 0.56% | 9.55% |
| Wyoming | 0% | 0.56% | 5.22% |
| California | 13.3% | 0.71% | 8.68% |
| New York | 10.9% | 1.40% | 8.52% |
| New Jersey | 10.75% | 2.23% | 6.60% |
The Residency Documentation Tracker
If you move from a high-tax state, assume they'll challenge you. California, New York, and Massachusetts routinely audit former residents. This tracker helps you build the paper trail before the audit letter arrives.
Tracker Preview
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