Tax Planning & Optimization
Plan deductions, estimated payments, retirement contributions, and year-round tax efficiency moves.
Who this is for
Households and freelancers optimizing tax outcomes
Choose a task
Organize tax documents
Estimate quarterly payments
Review deduction opportunities
Plan year-end moves
Workflows
Choose a guide that matches your task.
Tax Filing Guide
Free step-by-step tax filing for W-2 employees. Plan tax filing with calculators and checklists covering gather tax documents, estimate tax liability.
IRS Audit Preparation: Notice, Records and Response
Prepare an IRS audit response: verify the notice, organize requested records, confirm representation, document submission and track findings.
Freelance Tax Records and Payment Planning
Reconcile US freelance income, check home-office deductions, separate SE tax and allocate a verified annual payment target with a filing checklist.
Tools for this topic
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7 of 7 tools shown
Reconcile one pay statement exactly from its printed gross pay, tax withholding, pre-tax deductions, and after-tax deductions.
Calculators
Estimate US federal income tax for 2025–2026. See federal tax owed, effective and marginal rates, and after-tax income by filing status.
Calculators
Allocate exactly 100% of monthly income, compare non-negative actual spending, expose fixed-dollar extras, and review transparent balances and planning ratios.
Calculators
Simple in-browser notepad with auto-save. Write quick notes that persist in your browser. Download as text file. No signup needed.
Calculators
Calculate a simplified US home-office deduction by month, or allocate eligible renter expenses, with business-income limits and saved cases.
Calculators
Model the standard Schedule SE Social Security and Medicare components from explicit current factor, wage-base, wage, and rate inputs.
Calculators
Allocate a current Form 1040-ES annual payment target after expected withholding, applicable credits, and confirmed estimated payments already made.
Calculators
Reusable tools
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Legal Basics & Documents
Prepare basic legal documents, rights questions, estate planning, and decision records.
Legal, Tax & Family Transitions
Prepare for audits, divorce, estate decisions, wills, powers of attorney, and document-heavy life transitions.
Small Business Setup & Legal Planning
Identify entity, operating, contract and hiring requirements with current authority links and assigned follow-up responsibilities.
Employment Law Basics
Organize workplace questions, reconcile pay records and verify the applicable leave, reporting and deadline processes with official sources.
Insurance Selection
Compare coverage, premiums, deductibles, exclusions, and life-stage insurance decisions.
Personal Property & Risk Protection
Compare renters, flood, identity theft, supplemental coverage, and first-time insurance decisions for everyday risk.