Free Calculators
Quick estimates for the questions we hear most.
Free calculators for the most common small business and personal finance decisions. Directional only — for a real analysis, talk to a partner.
Looking for hard data instead of inputs? See SMB benchmarks →
S-Corp Savings Calculator
Estimate whether the S-corp election will actually save you money — net of payroll provider cost, extra tax prep, and California's 1.5% S-corp tax.
Use calculatorSelf-Employment Tax Calculator
Estimate Schedule SE tax — Social Security, Medicare, and additional Medicare tax — for sole proprietors, single-member LLCs, and freelancers.
Use calculatorQuarterly Estimated Tax Calculator
Pick the cheaper of the 90%-current-year or prior-year safe harbor and divide into four quarterly payments. For 1099 earners, partners, and S-corp owners.
Use calculatorQBI Deduction Calculator
Estimate the Section 199A pass-through deduction with SSTB phase-out and income thresholds. For LLC, partnership, and S-corp owners.
Use calculator1031 Exchange Calculator
Estimate the federal capital gains, §1250 depreciation recapture, NIIT, and state tax you can defer by exchanging one investment property for another.
Use calculatorCost Segregation Calculator
Estimate first-year tax savings from reclassifying portions of a real-estate purchase into 5-, 15-, and 39-year depreciation classes — with current bonus depreciation applied.
Use calculatorSolo 401(k) vs. SEP-IRA Calculator
Compare maximum contribution limits and tax savings between a Solo 401(k) and a SEP-IRA for self-employed owners with no non-spouse employees.
Use calculatorLLC or S-Corp? Decision Tool
5-question quiz with a CPA-grade verdict on whether the S-corp election makes sense for your LLC — based on profit, salary defensibility, state tax, and complexity tolerance.
Use calculatorQSBS Qualifier
6-question check on §1202 Qualified Small Business Stock eligibility — up to $10M of capital gain tax-free at the federal level.
Use calculatorReal Estate Professional Status Qualifier
6-question quiz determining §469(c)(7) qualification — letting rental losses offset wages and other non-passive income.
Use calculatorAudit Risk Assessment
7-question check on IRS audit risk for small business owners — owner comp, personal expenses, cash controls, multi-state nexus.
Use calculatorMore calculators coming. Have a request? Tell us.