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Open-Access Planning Tools

Expert-designed tools that simplify complex tax and financial decisions, empowering business owners to plan strategically with their advisors.

Are you a tax or financial advisor?

Open Tool Topics
1099 vs W-2 Calculator

Compare 1099 contractor and W-2 employee costs with our calculator to make informed hiring and tax decisions.
Accountable Plan

Use our Accountable Plan tool to structure tax-free reimbursements, reduce taxable income, and stay IRS compliant.
Business Loan Calculator

Use our Business Loan Calculator to estimate payments, interest, and costs. Make smarter borrowing decisions.
Business Retirement Contributions Calculator

Estimate business-owner retirement plan contributions with our calculator. Plan, compare, and optimize for maximum tax-advantaged savings.
Business Tax Budgeter

Estimate your tax liabilities and plan smarter with our Business Tax Budgeter, simple, effective, precise.
Business Valuation Estimator

Estimate your business's value with our Business Valuation Estimator. Gain insights for selling, planning, or growing.
Cash Leverage Calculator

Use our Cash Leverage Calculator to measure how effectively you’re using debt vs. equity for business growth. Smarter decisions made easy.
Estimated Tax Safe Harbor Calculator

Use our Estimated Tax Safe Harbor Calculator to manage quarterly payments and avoid tax penalties with peace of mind.
Federal Income Tax Calculator

Estimate your federal income tax with our calculator. Plan ahead, see liabilities, and make smarter tax decisions.
Home Office Deduction Calculator

Estimate your home office tax deduction in minutes. Enter your square footage, expenses, and method to see potential savings.
Investment Calculator

Estimate returns & growth with our Investment Calculator. Smart forecasting for your financial goals.
MFJ vs MFS Calculator

Compare Married Filing Jointly vs Married Filing Separately with our calculator to see which option lowers your tax bill.
One Big Beautiful Bill Tools

Explore our ‘One Big Beautiful Bill’ aka 'Working Families Tax Cut Act' tools. Calculators to help you decode the latest tax legislation.
Paycheck Annualizer

Use our Paycheck Annualizer tool to project annual earnings from any pay period. Plan salaries and taxes with clarity.
Payroll Tax Calculator

Estimate employer & employee obligations with our Payroll Tax Calculator. Understand FICA, FUTA, SUTA, and wage-base impacts.
SE vs S-Corp Calculator

Compare self-employment vs S-Corp tax status with our calculator, see potential savings and decide smart.
Traditional & Roth IRA Calculator

Compare Traditional and Roth IRA contributions with our calculator to estimate tax savings and retirement growth.

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