CPA-Built Resources

Tools & Books by
Jessica Le, MBA, MST, CPA

Purpose-built tax tools and published books designed from real CPA practice โ€” not generic software or generic advice. Free to try, no signup required.

Interactive Tools

Tax Tools Built by a Real CPA

★ Free + PDF Report
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MFJ vs. MFS Tax Optimizer

Should you file jointly or separately? Calculates both scenarios including California and all community property states. Shows exactly which filing status saves you more and why.

★ Free + PDF Report
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Income Tax Estimator & Quarterly Payments

Estimate your federal and state tax for all 50 states. Includes SE tax, LTCG rates, NIIT, and a full quarterly estimated payment schedule with due dates and safe harbor amounts.

★ One-Time
Crypto & Stock Tax Calculator

Track capital gains, wash sale adjustments, and Section 475(f) mark-to-market elections. Handles crypto swaps, airdrops, staking, and stock trades.

★ One-Time
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Rental Property Tax Analyzer

Analyze Schedule E rental income, calculate depreciation, identify passive activity limits, and model the tax impact of a property sale including depreciation recapture.

↻ Subscription
🏢
S-Corp Salary Optimizer

Find the optimal reasonable compensation split between salary and distributions for your S-Corp to minimize self-employment tax while staying IRS-compliant.

★ One-Time
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Tax Summary PDF Report

Generate a clean, professional PDF summary of your tax situation โ€” deductions, credits, estimated liability, and planning notes ready to share with your accountant.

How it works: All tools are free to use โ€” see your results instantly with no signup required. Upgrade to a branded PDF report ($29) to share with your spouse, advisor, or mortgage broker. Tools are built by Jessica Le, MBA, MST, CPA and updated annually for current tax law.

Published Works

Tax Knowledge,
Put Into Practice

Tax Playbook for High-Income Earners
Tax Playbook for High-Income Earners
Real Strategies from a CPA to Reduce Taxes, Avoid Triggers, and Protect Wealth
View on Amazon →
Crypto and Stocks Tax Mastery
Crypto & Stocks Tax Mastery
CPA's 2025 Investor & Trader Guide to IRS Rules, Section 475(f), Wash Sales & More
View on Amazon →

Need Help Putting This
Into Action?

Tools give you clarity. Jessica gives you a strategy. Book a session to turn your numbers into a tax plan.

Book a Meeting with Jessica →