Free tools
Free tax calculators and planning tools
Run the numbers on the situations that actually move your tax bill. These are free to use. When you are ready, an experienced, IRS-registered preparer files for you.
Individual & Family
Individual & Family
Everyday filers, families, and personal tax situations.
AMT Checker
Open calculatorFBAR (FinCEN 114) Filing Checker
Open calculatorForeign Earned Income Exclusion (FEIE) Calculator
Open calculatorGift-Splitting Election Calculator
Open calculatorGift Tax Planner
Open calculatorKiddie Tax Calculator
Open calculatorKiddie Tax Calculator (Form 8615)
Open calculatorIRS Late Filing & Late Payment Penalty Calculator
Open calculatorNet Investment Income Tax (NIIT) Calculator
Open calculatorQuarterly Estimated Tax Calculator
Open calculatorSocial Security Taxability Calculator
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 Reasonable Compensation Calculator
Open calculator§1031 Like-Kind Exchange Calculator
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 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 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.