Tools

Self-Employment Tax Calculator

See what SE tax is costing you as a sole prop, and what an S-corp election could save.

QSBS Eligibility Checker

Find out whether your C-corp shares likely qualify for the §1202 exclusion.

Business Cash Planner

See your operating reserve, what's available to distribute, and the tax impact of each option.

Entity Structure Analyzer

Compare LLC, S-corp, and C-corp tax treatment and find your S-corp break-even point.

Equity Event Tax Planner

Combine RSU vests, ISO exercises, stock sales, and K-1 income into one year-end tax picture.

Buy-Sell Funding Calculator

Estimate the term life premium needed to fund your operating agreement's buyout obligation.

Insurance Coverage Gap Checklist

Five questions, a personalized checklist of likely business and personal insurance gaps.

Operating Agreement Checklist

See which provisions your LLC operating agreement needs to cover, tailored to your partnership.

Pre-LOI Readiness Checklist

See which provisions to nail down before signing a Letter of Intent on a business acquisition.

Retirement Contribution Maximizer

Calculate your maximum Solo 401(k), SEP-IRA, or SIMPLE IRA contribution and tax savings.

Startup Runway Calculator

See how many months your capital will last, and how much you need to launch safely.

Year-Round Tax Calendar

See the full year of tax deadlines and planning windows so you can act before March.

Business Trip Deduction Analyzer

Is your trip deductible? See exactly what the IRS allows and what the primary purpose test means.

California Entity Cost Planner

See the true annual cost of sole prop, LLC, and S-corp in California, and find your break-even point.

California PTET Calculator

See how much the SALT cap workaround (PTET election) could save on your California income tax.

California Quarterly Tax Planner

See your exact federal and CA quarterly payment amounts, dates, and combined totals.

Deal Structure Simulator

See what you net in an asset deal vs. a stock deal vs. an installment sale, side by side.

Employee Cost Calculator

See the fully loaded annual cost of an employee and the revenue needed to break even on a hire.

Exit Tax Estimator

Estimate the federal and California capital gains tax on a business sale.

First-Year Tax Projection Calculator

See your estimated tax bill in your first year of self-employment.

Home Office & Vehicle Deduction Calculator

See your actual home office and vehicle deduction using both IRS-allowed methods.

IRS Penalty Calculator

Find out what an IRS underpayment or late filing penalty actually costs.

ISO/AMT Exposure Calculator

Model your tentative minimum tax and AMT bill from exercising incentive stock options.

Payroll Compliance Checker

Check your deposit schedule, trust fund penalty exposure, and worker classification risk.

QBI Deduction Calculator (§199A)

Calculate your Section 199A qualified business income deduction.

Quarterly Estimate Planner

See all four quarterly estimated tax payment amounts and due dates at a glance.

Reasonable Compensation Estimator

Estimate an IRS-defensible reasonable compensation range for your S-corp.

Rental PAL Calculator

See how much of your rental loss is deductible this year vs. stuck in carryforward.

RSU Tax Impact Calculator

Calculate your gross income, total tax owed, and withholding shortfall from vesting RSUs.

S-Corp Salary Calculator

Calculate an IRS-defensible W-2 salary for your S-corporation and see your SE tax savings.

Short-Term Rental Tax Analyzer

Find out whether your short-term rental is passive or non-passive for tax purposes.

Solo Service Business Deduction Gap Finder

See which tax deductions you're missing as a self-employed service provider.

Tax Reserve Calculator

See exactly how much of your latest payment to set aside for taxes.

Monthly Tax Reserve Tracker

Track your estimated tax bill, reserve amount, and next quarterly payment in real time.

Vehicle Purchase Tax Deduction Planner

See what you can deduct when you buy a vehicle for your business — §179, bonus depreciation, and limits.

Year-End Tax Planner

See exactly how much tax you can still save before December 31.