Tax client resources
Planning calculators for common tax conversations.
Use these calculators as quick educational starting points before reviewing the details with a qualified tax professional.
01
Estimate
Run a simple scenario with clear inputs and plain-language results.
02
Discuss
Use the estimate as a starting point for a more specific professional conversation.
03
Embed
Each tool has themed embed pages for tax firms and resource pages.
For 1099 contractors and freelancers
Estimate tax reserves, quarterly payments, invoice profit, and self-employment planning scenarios.
Self-Employment Set-Aside
Estimate a simple tax reserve for self-employment or 1099 income based on expected profit and a planning percentage.
Tax PlanningQuarterly Tax Estimate
Estimate a simple quarterly tax payment target based on expected annual tax, withholding, prior payments, and remaining payment periods.
Tax PlanningInvoice Profit
Estimate profit from an invoice after direct expenses, platform fees, and a simple tax reserve.
Tax PlanningBusiness Profit Reserve
Estimate business profit, a tax reserve, and remaining cash after entered owner payments.
For small business owners
Plan around revenue, expenses, owner payments, profit, and simple deduction scenarios.
Business Profit Reserve
Estimate business profit, a tax reserve, and remaining cash after entered owner payments.
Tax PlanningBusiness Break-Even
Estimate break-even units and revenue based on fixed costs, price per unit, and variable cost per unit.
Tax PlanningDeduction Savings
Estimate how much a deduction may reduce taxes based on an estimated federal and state tax rate.
LoansLoan Payment
Estimate a monthly payment, total paid, and total interest for a fixed-rate installment loan.
For individuals and homeowners
Estimate withholding, mortgage costs, deduction savings, debt payoff timing, and savings growth.
Paycheck Take-Home
Estimate take-home pay from gross pay using simple withholding, payroll tax, and deduction assumptions.
Tax PlanningRefund vs Paycheck
Estimate whether withholding may create a refund or amount owed and how much to adjust per remaining paycheck.
MortgageMortgage Payment
Estimate a monthly mortgage payment including principal, interest, taxes, insurance, and HOA.
Tax PlanningDeduction Savings
Estimate how much a deduction may reduce taxes based on an estimated federal and state tax rate.
CreditDebt Snowball vs Avalanche
Compare debt snowball and debt avalanche payoff strategies using balances, APRs, minimum payments, and extra monthly payment.
SavingsCompound Interest
Estimate how savings or investments can grow over time with monthly contributions and compounding.
For professional websites
Every calculator has a default embed page and themed embed URLs. Full calculator pages include a dropdown and copy button for the embed code.