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.
Run the numbers on an election.
Compare keeping your LLC's current taxation with electing S-Corp status — self-employment tax versus a salary with payroll taxes, including what the structure costs to run. Everything updates as you type; it is a directional model, not a filing position.
Business performance
What the business earns and what it costs to run.
Payroll taxes
What you’d pay yourself, and what the structure costs to run.
Typical starting range: $40,500 – $49,500
Percentages are a starting point only. Reasonable compensation is market-based — what you would pay someone else to do your job — and the IRS has no 60/40 rule. A documented study is the real answer.
Payroll service, the separate business return, state fees.
At these numbers you would benefit from switching to an S-Corp. After payroll, the 1120-S and state fees, you would keep $2,017 more per year than you do now.
| Taxed now | As S-Corp | |
|---|---|---|
| Net profit | $90,000 | $90,000 |
| Paid as salary | $50,000 | |
| Paid as distributions | $40,000 | |
| Social Security tax | $10,306 | $6,200 |
| Medicare tax | $2,410 | $1,450 |
| Payroll, 1120-S, state | $3,050 | |
| Total you pay | $12,717 | $10,700 |
Estimate only, using 2026 figures — 12.4% Social Security up to $184,500 and 2.9% Medicare uncapped. Self-employment tax applies to 92.35% of net profit while payroll tax applies to the full salary, including both halves. Outside W-2 wages consume part of the Social Security base. This excludes the qualified business income deduction, income tax and the additional Medicare tax, and a salary reduces the QBI deduction, so real savings are usually lower. Not tax advice.
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.