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.
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.
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.
Track capital gains, wash sale adjustments, and Section 475(f) mark-to-market elections. Handles crypto swaps, airdrops, staking, and stock trades.
Analyze Schedule E rental income, calculate depreciation, identify passive activity limits, and model the tax impact of a property sale including depreciation recapture.
Find the optimal reasonable compensation split between salary and distributions for your S-Corp to minimize self-employment tax while staying IRS-compliant.
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.
Tools give you clarity. Jessica gives you a strategy. Book a session to turn your numbers into a tax plan.