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Tax calculators and planning tools
Run the numbers on the situations that actually move your tax bill. No email needed to use them. When you are ready, an experienced, PTIN-holding preparer files for you.
Individual & Family
Individual & Family
Everyday filers, families, and personal tax situations.
AMT Checker
Open calculatorCasualty Loss Deduction Calculator (Federally Declared Disaster) IRC 165(h)
Open calculatorFBAR (FinCEN 114) Filing Checker
Open calculatorForeign Earned Income Exclusion (FEIE) Calculator
Open calculatorGift-Splitting Election Calculator
Open calculatorGift Tax Planner
Open calculatorHSA Contribution Limit Calculator (Self-Only vs Family) IRC 223
Open calculatorKiddie Tax Calculator (College Student under 24) IRC 1(g)
Open calculatorKiddie Tax Calculator (Form 8615)
Open calculatorIRS Late Filing & Late Payment Penalty Calculator
Open calculatorRefinance Points Amortization Calculator IRC 461(g)
Open calculatorNet Investment Income Tax (NIIT) Calculator
Open calculatorNo Tax on Overtime Deduction Calculator (2026) IRS Schedule 1-A
Open calculatorHome Sale Gain Exclusion Calculator (Section 121)
Open calculatorQuarterly Estimated Tax Calculator
Open calculatorSenior Bonus Deduction Calculator (2026, Age 65+) IRS Schedule 1-A
Open calculatorSocial Security Taxability Calculator
Open calculatorNo Tax on Tips Deduction Calculator (2026) IRS Schedule 1-A
Open calculatorTrust / Estate K-1 Decoder
Open calculatorW-4 Withholding Optimizer
Open calculatorBusiness & Entity
Business & Entity
Owners, S-corps, LLCs, partnerships, and self-employed.
Business Entity Picker: Sole Prop vs LLC vs S-Corp
Open calculatorCost Segregation Depreciation Tracker
Open calculatorESOP Planner
Open calculatorHome Office Deduction Calculator
Open calculatorK-1 Analyzer
Open calculatorNOL Carryforward Planner
Open calculatorQBI Deduction Deep Dive
Open calculatorRental Real Estate Depreciation & §1250 Recapture
Open calculatorS-Corp Salary vs Sole Proprietor Tax Savings Calculator (2026)
Open calculatorS-Corp Reasonable Compensation Calculator
Open calculator§1031 Like-Kind Exchange Calculator
Open calculatorSelf-Employment Tax Calculator (2026)
Open calculatorVehicle Bonus Depreciation + §179 + Luxury Caps
Open calculatorRetirement & Equity
Retirement & Equity
Retirement accounts, RSUs, stock options, and equity comp.
Deferred Annuity Withdrawal Planner
Open calculatorESPP Optimizer (Employee Stock Purchase Plan)
Open calculatorHSA Triple Tax Advantage Optimizer
Open calculatorInherited IRA RMD Planner
Open calculatorKid Saver: 529 vs Coverdell vs UTMA Calculator
Open calculatorNQDC Planner (Non-Qualified Deferred Comp)
Open calculator401(k) / IRA Distribution Tax Calculator
Open calculatorTraditional 401(k) vs Roth Break-Even Calculator
Open calculatorRequired Minimum Distribution (RMD) Calculator 2026
Open calculatorRoth Conversion Ladder Calculator
Open calculatorRSU Tax Planner (Restricted Stock Units)
Open calculatorSection 83(b) Election Calculator
Open calculatorISO vs NSO Stock Option Tax Calculator
Open calculatorTax Planning
Tax Planning
Year-round strategy: brackets, harvesting, residency, and more.
Pre-Filing Audit Risk Review
Open calculatorCapital Gains Harvest Schedule
Open calculatorCapital Gains Tax Calculator (2026)
Open calculatorFederal + State Withholding Calculator
Open calculatorQualified Opportunity Zone Deferral Planner
Open calculatorTax Bracket Optimizer
Open calculatorCrypto & Stock Tax-Loss Harvester
Open calculatorState Tax Residency Determination
Open calculatorWhat-If Tax Calculator
Open calculatorCredits & Deductions
Credits & Deductions
Credits, deductions, and charitable strategies.