📋 Step 1 — Start Here Required
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Personal Information

Age, dependents & coverage
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Income Sources

Wages, self-employment, investments & more
W-2 / Employment Income
$
$
Investment & Passive Income
$
$
$
From prior year Schedule D · always enter as positive
$
$
$
$
Federal taxable · State/local exempt · From 1099-INT Box 3
$
$
$
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Business & Self-Employment

Revenue, expenses, SE tax, QBI & retirement
Business Profile
Income & Expenses
$
$
Self-Employment Taxes & Deductions
$0
15.3% on first $176,100 net SE income · 2.9% above
$0
Reduces your AGI automatically
$
$
Available for self-employed individuals
Qualified Business Income (QBI) — §199A
$0 — Enter business revenue to calculate
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Retirement & Tax-Advantaged Savings

401(k), IRA, HSA — reduce AGI directly
$
$
$
$
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Itemized Deductions

Standard deduction used automatically if higher
$
Capped at $10,000 ($5,000 MFS)
$
$
$
Only the amount over 7.5% of AGI is deductible
$
Total Itemized Deductions $0
📌 Standard deduction: $15,750

Tax Credits

Dollar-for-dollar reduction of your tax bill
$
$
$
$
Auto-calculated from your inputs: Child Tax Credit ($2,200/child, refundable Additional CTC up to $1,700/child), Credit for Other Dependents ($500/dependent), Earned Income Tax Credit (EITC), and ½ Self-Employment Tax deduction.
Other Taxes (Schedule 2)
$
Check Schedule 2 Part II of your tax return to identify the specific source

2025 Tax Estimate

$0
Enter your information above
Gross Income
$0
AGI
$0
Marginal Rate
10%
Effective Rate
0.0%
Gross Income $0
Above-the-Line Deductions −$0
Adjusted Gross Income (AGI) $0
Standard Deduction −$0
QBI Deduction (§199A) −$0
Taxable Income $0
Ordinary Income Tax $0
Capital Gains Tax $0
Alternative Minimum Tax (AMT) $0
Net Investment Income Tax (3.8%) $0
Self-Employment Tax $0
Additional Taxes (Sch. 2) $0
Total Tax Liability $0
Credits (CTC, EITC, etc.) −$0
Withholding & Estimated Payments −$0
Estimated Refund $0
Income by Tax Bracket
2025 figures reflect the One Big Beautiful Bill Act (OBBB, signed July 2025). 2026 contribution limits are based on official IRS announcements; some 2026 figures are estimates pending final publication.
Disclaimer: This estimator is for informational and planning purposes only. It provides a federal tax estimate based on simplified rules and may not reflect every deduction, credit, or situation applicable to your return. Always consult a qualified tax professional before making financial decisions. State taxes are not included.

2025 Federal Tax Strategy Report

Personalized year-end planning · IRS data

Estimated Federal Tax Balance
$0
Gross Income
$0
Adjusted Gross Income
$0
Marginal Rate
Effective Rate

💡 Your Year-End Tax Strategies

Personalized · Dec 31 for most · Apr 15 for retirement contributions

Best savings opportunity Good savings opportunity Informational
Disclaimer: This is an estimate for planning purposes only, based on simplified federal tax rules. It does not constitute tax advice, and state taxes are not included. Always consult a qualified tax professional before making financial decisions.