Decision Tools
Illustrative tax planning tools
These tools provide simplified, range-bound estimates for educational purposes. They are not advice, not a substitute for a proper tax projection, and do not account for your specific facts. Use them to orient your thinking — then consult a CPA.
Important: Outputs are illustrative only. Figures are based on simplified current-year assumptions. Whether any strategy applies depends on your specific facts, timing, and documentation. This is not individualized tax or investment advice.
Entity Structure Comparison
See an illustrative, side-by-side look at how self-employment tax exposure may differ between a sole proprietor / single-member LLC and an S-corporation. Enter your profit and a reasonable salary to compare — simplified assumptions, clearly labeled.
Note: Illustrative only. Whether an S-corp makes sense depends on profit level, state rules, payroll cost, and your specific facts.
Quarterly Estimated Tax
Estimate your quarterly federal tax payments based on expected annual income, filing status, and year-to-date withholding. Uses simplified current-year brackets with safe-harbor guidance — not a substitute for a proper projection.
Note: Simplified and illustrative. Actual liability depends on deductions, credits, AMT, NIIT, and state taxes not captured here.
Before you use these tools
What these tools can and cannot tell you
Understanding the limitations is part of using them responsibly.
Educational use only
These tools use simplified assumptions and hardcoded ranges. They do not account for deductions, credits, depreciation, state taxes, or your specific facts.
Not a substitute for a projection
A real tax projection requires your actual return, income schedules, and a review by a CPA. These tools help orient you — they do not replace that work.
Whether a strategy applies depends on your facts
S-corp elections, payment schedules, and other strategies turn on timing, documentation, state treatment, and many other factors. Consult a CPA before acting.
The next step
A real projection starts with your actual documents.
We review your return, income schedules, and entity structure — then propose which strategies may apply and what implementing them actually takes. We do not guess.
Ready to move beyond estimates?
Book a discovery call. We'll review your actual documents, tell you what we'd evaluate, and be direct about where the value is — no obligation.