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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.

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.

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.

Stay Ahead,
Not Surprised

Turn tax and financial planning into a year-round system with practical insights, tools, reminders, and guided workflows.

Free to join. Built to help you take control.

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