Research

Joint Fiscal Office

Tax Study

Selected project · Vermont Joint Fiscal Office

Making complex fiscal
information clearer.

Turning dense charts and report materials into visual explanations that help readers find the comparison, follow the story, and understand what matters.

Client

Vermont Joint Fiscal Office

My role

Information design, data visualization
and reusable report templates

Deliverables

Chart redesigns · Style guidance
Editable Excel and Word materials

Explore two examples

The challenge

Important information.
A lot to take in.

Fiscal reports bring together dollar amounts, percentages, trends, and policy details. When those elements compete for attention, readers have to work harder to understand the point. My work focused on clarifying those relationships and developing consistent design conventions that could carry across JFO’s reports.

01

Before & after · Income tax

Give each comparison
room to be understood.

The original chart combined tax revenue and the percentage of total tax paid on two different scales. I separated the measures into aligned panels, keeping the same decile order so readers could follow the relationship between them.

Before Two measures, one plotting area
Original 2015 income tax chart combining revenue bars and percentage line with two vertical scales and a dense income-range table.
After Two aligned views
Redesigned income tax chart with revenue in a bar chart above a separate percentage line chart, sharing the same decile order.

Dollar amounts, percentages, and income ranges compete within the same view.

Each measure has its own scale and space, with consistent ordering connecting the two.

Select either chart to enlarge

Separate the measures

Give dollars and percentages distinct scales instead of asking readers to decode a dual-axis chart.

Preserve the relationship

Keep categories in the same order so the two views remain easy to compare.

Reduce competing detail

Move supporting income-range information out of the plotting area.

02

Benefits cliffs · Figure 3

Make the unexpected
change visible.

Higher earnings do not always mean more resources available to a household. This chart shows the change in total resources for each $1,000 increase in earnings, making the losses stand out against the gains.

Change in household resources for each $1,000 earnings increase. Blue bars show gains and ochre bars show losses, including annotated drops of $2,342 at $48,000 earnings and $10,642 at $158,000.

Single working parent with employer-sponsored health insurance and two children. Portfolio rendering from the final Figure 3 workbook.

The design decision

Use color to distinguish gains from losses, then place explanations beside the two largest drops so readers can connect the numbers to the pattern.

Beyond individual charts

A consistent system
for the next report.

The engagement extended beyond these examples. I translated design decisions into shared guidance and editable materials that JFO could use as information changes.

01

Visual standards

Consistent approaches to color, typography, labels, spacing, and hierarchy.

02

Editable chart templates

Excel charts that allow staff to update data within an established visual structure.

03

Coordinated report materials

Word layouts that bring narrative, charts, and supporting information together.

The outcome

Clearer examples.
Tools for continued consistency.

The project produced redesigned visualizations, shared style guidance, and reusable report components—a practical foundation for presenting complex fiscal information more clearly.

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