Tax planning calculators
Tools for tax planning conversations.
Estimate withholding, quarterly payments, deduction savings, business reserves, invoice profit, and simple sales tax scenarios.
Paycheck Take-Home
Estimate take-home pay from gross pay using simple withholding, payroll tax, and deduction assumptions.
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Tax PlanningRefund vs Paycheck
Estimate whether withholding may create a refund or amount owed and how much to adjust per remaining paycheck.
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Tax PlanningQuarterly Tax Estimate
Estimate a simple quarterly tax payment target based on expected annual tax, withholding, prior payments, and remaining payment periods.
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Tax PlanningSelf-Employment Set-Aside
Estimate a simple tax reserve for self-employment or 1099 income based on expected profit and a planning percentage.
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Tax PlanningDeduction Savings
Estimate how much a deduction may reduce taxes based on an estimated federal and state tax rate.
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Tax PlanningBusiness Profit Reserve
Estimate business profit, a tax reserve, and remaining cash after entered owner payments.
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Tax PlanningInvoice Profit
Estimate profit from an invoice after direct expenses, platform fees, and a simple tax reserve.
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Tax PlanningSales Tax
Estimate sales tax and final total from an item price, tax rate, and optional discount.
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