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Free Financial Planning Tools

Tax-focused calculators built by an Enrolled Agent-led team. Use them free, no email or sign-up required. When you're ready to turn the numbers into a real plan, we're one click away.

General estimates for reference only, not tax or financial advice. Consult a licensed tax professional for your specific situation.

Most Popular

Roth vs Traditional IRA

Compare after-tax value side-by-side based on your income, tax bracket, and retirement timeline. Instantly see which account puts more money in your pocket.

RetirementTax Savings

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Quick Estimate

Tax Bracket Estimator

Enter your income and filing status to see your effective tax rate, marginal bracket, and a full breakdown of what you owe across each federal bracket.

Federal Tax2025 / 2026

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For Self-Employed

Quarterly Tax Estimator

Self-employed or freelancer? Calculate your federal estimated quarterly payment including SE tax, with safe-harbor protection from IRS penalties.

Self-Employed2025 / 2026

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Long-Term Planning

Retirement Savings Projector

Project your 401(k) or IRA balance at retirement. See growth chart, monthly retirement income at the 4% rule, and the impact of contributing more.

RetirementProjections

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Pre-Retirees

Social Security Breakeven

Find out when waiting until 70 beats claiming at 62. See breakeven ages and lifetime totals based on your expected benefit and life expectancy.

Social SecurityRetirement

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Quick Snapshot

Net Worth Tracker

Add up your assets and debts to see your net worth, asset allocation, and how you compare to others your age based on Federal Reserve data.

Net WorthPlanning

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Want a real tax strategy behind the numbers?

Our Enrolled Agent-led team reviews your full picture and builds a plan, not just a calculator result.

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