Answers before the appointment.
Every tool here is free, needs no account, and runs entirely on the numbers you enter. Use them to arrive at your appointment already knowing where you stand.
Document Checklist Builder
Answer a few questions about your year and get the exact list of forms and records to bring to your appointment.
Refund Estimator
Get a realistic estimate of your 2025 federal refund in about two minutes, then download it as a branded PDF.
W-4 Withholding Calculator
See whether your paycheck withholding is on pace, and exactly what to put on line 4(a) or 4(c) to close the gap.
Refund Date Calculator
Enter the date the IRS accepted your return and see when a direct deposit or mailed check should land.
IRS Notice Lookup
Type the code from the top-right of your IRS letter for a plain-English translation and your deadline.
Plan-Fit Questionnaire
Six questions that point you to the right service tier and a starting price before you book.
IRS Notice Review
Send us the letter through our encrypted portal and a resolution specialist reviews it the same business day.
Document Upload
Send tax documents to your preparer through a private, access-controlled folder instead of email.
Want a human to check the math?
Book an appointmentThese tools produce estimates for planning only. Your actual tax, refund, and withholding depend on your complete facts and on current federal and state law.