Resources
Our team is actively working on creating custom worksheets, interactive tax calculators, deduction checklists, and other helpful tools — all tailored specifically for U.S. taxpayers.
Stay tuned! In the near future, this section will be filled with free, easy-to-use resources developed by our experienced tax preparers.
In the meantime, here are some reliable external resources that can help you prepare for tax season right now:
IRS Official Tools
- IRS Interactive Tax Assistant — Get answers to specific tax questions based on your situation
https://www.irs.gov/help/ita - IRS Free File — Prepare and file your federal taxes online for free (if you qualify)
https://www.irs.gov/e-file-do-your-taxes-for-free - Volunteer Income Tax Assistance (VITA) — Free tax preparation help for qualifying individuals
Find a location: https://www.irs.gov/individuals/free-tax-return-preparation-for-qualifying-taxpayers - Official IRS Tools & Resources
https://www.irs.gov/help/tools
Popular Free Tax Calculators
- TurboTax TaxCaster
https://turbotax.intuit.com/tax-tools/calculators/taxcaster - NerdWallet Tax Calculator
https://www.nerdwallet.com/taxes/calculators/tax-calculator - H&R Block Tax Calculator
https://www.hrblock.com/tax-calculator
Our Tools
- Self-Employment Tax & Quarterly Estimated Tax Calculator — Estimate your Schedule SE tax and quarterly estimated payments, including the IRS safe-harbor rules that help you avoid an underpayment penalty.
Try the calculator - Capital Gains Tax & NIIT Calculator — See how much of your investment gains is taxed at 0/15/20%, and whether the 3.8% Net Investment Income Tax applies to you.
Try the calculator - QBI Deduction Calculator (Section 199A) — Check whether your business qualifies for the 20% Qualified Business Income deduction, including the income-based phase-outs.
Try the calculator - Should I Itemize? Standard vs. Itemized Deduction Calculator — Compare your standard deduction against itemizing (SALT cap, mortgage interest, medical expenses) to see which saves you more.
Try the calculator - Child Tax Credit & EITC Calculator — Estimate your Child Tax Credit, Additional Child Tax Credit, and Earned Income Tax Credit based on your income and qualifying children.
Try the calculator - Installment Sale Income Calculator — Spread the gain on a seller-financed sale over the years you actually collect payment, including foreign-currency gain/loss on international sales.
Try the calculator - Social Security Benefits — Taxability & Tax Estimator — Find out how much of your Social Security benefits is taxable and get a full federal tax estimate for the year.
Try the calculator - Offer in Compromise Calculator — Check whether you're eligible to apply for an IRS Offer in Compromise and estimate your minimum offer based on your income, allowable expenses, and assets.
Try the calculator - IRS Payment Plan Over $50,000 (Form 433-F & Form 9465) — Owe the IRS more than $50,000? Answer simple questions, see the monthly payment the IRS is likely to ask for, and download the official Form 433-F and Form 9465 already filled in. Your answers never leave your browser.
Fill out the forms - RMD & Missed RMD Penalty Calculator — Figure your required minimum distribution from an IRA or 401(k), check whether an RMD was missed, estimate the 25% / 10% excise tax, and see how to request a waiver on Form 5329.
Try the calculator - S Corp vs. Sole Proprietor Calculator — Compare your 2026 federal taxes on Schedule C with an S corporation that pays you a reasonable salary: self-employment vs. payroll tax, income tax, the QBI deduction, and the cost of running an S corp.
Try the calculator - HSA Calculator (Form 8889) — Enter your W-2 code W, Form 1099-SA and medical expenses and get every line of Form 8889 for 2025 or 2026: your contribution limit, HSA deduction, taxable distributions, and the 20% and 6% additional taxes.
Try the calculator - Depreciation Calculator (Section 179, Bonus & MACRS) — See the IRS category of a vehicle, food truck or equipment and compare 100% bonus depreciation, Section 179, regular MACRS, straight line and ADS year by year, with the passenger car limits and what it takes to elect out of bonus depreciation.
Try the calculator
Questions? Feel free to contact us — we’re happy to help!
