Estimated Tax
Estimated Tax Safe Harbor Planner
Use last year's total tax to estimate a safe-harbor baseline, then build a catch-up plan based on withholding and payments you've already made.
Open toolFree Tools (Execution-First)
These tools are built for implementation, not vibes. Conservative math, clean documentation, and checklists your advisor can sign off on.
S Corp Process
Home Office Reimbursement Calculator
Calculate a home office reimbursement amount under an accountable plan using a simple square-foot allocation and a clean documentation checklist.
Open toolDocumentation
Augusta Rule Rent Calculator + Log
Build a clean meeting log, estimate a defensible rent amount, and generate a simple CSV you can put in your audit folder.
Open tool1099 Planning
Annualized Income Estimated Tax Calculator
Turn year-to-date income into an annualized projection, estimate how much you should have paid by now, and build a catch-up plan that matches lumpy 1099 income.
Open toolHours Log
REP Status + STR Hours Tracker (Log + CSV)
Track hours with categories, produce a clean CSV for your audit folder, and pressure-test whether your documentation is strong enough before you file.
Open toolDepreciation
Cost Segregation Payback Calculator (Sensitivity)
Estimate first-year accelerated depreciation tax savings, subtract fees, and see how the result changes under different tax rates and bonus depreciation assumptions.
Open toolRetirement
IRMAA Headroom + Roth Conversion Room Planner
Estimate how much conversion room you have before you cross a Medicare IRMAA threshold (using thresholds you enter), then map a conversion plan you can execute.
Open toolCharitable
QCD vs Roth Conversion Planner (RMD + IRMAA)
Model baseline MAGI, RMD, QCD, and Roth conversions to estimate conversion room before an IRMAA threshold and build a sequencing playbook.
Open toolLiquidity
Solo 401(k) Loan vs HELOC Calculator
Compare payments, interest, and opportunity cost when funding a down payment with a Solo 401(k) loan versus a HELOC (using your inputs).
Open toolBusiness Exit
Installment Sale Tax + Cashflow Planner
Estimate annual payments, interest, taxable gain portion, and after-tax cash flow for an installment sale using a simple schedule you can share with your advisor.
Open toolRoth
Backdoor Roth Pro-Rata Calculator (Form 8606)
Estimate taxable vs nontaxable Roth conversion amounts using the pro-rata rule, and see how year-end IRA balances change the outcome.
Open toolWithholding
W-2 Withholding Catch-Up Planner (Late-Year Fix)
Calculate how much extra withholding you need per paycheck to hit a year-end target, and compare it to making estimated payments.
Open toolCapital Gains
Capital Gains Headroom Calculator (User-Entered Guardrails)
Estimate how much long-term capital gain you can realize inside a user-entered threshold, and see how much of a planned sale spills into the next tier.
Open tool