Tax Optimization Calculator
Explore potential hypothetical savings across multiple strategies. All figures are estimates for educational purposes.
Wages & Ordinary Income
Taxed at ordinary income rates
W-2 Wages
$
Short-Term
$
Preferential Rate Income
Taxed at lower capital gains rates
Long-Term
$
Long-Term
$
Long-term capital gains rate depends on total taxable income.
Passive & Other Income
Various income types
Passive
$
Passive
$
Other
$
Other
$
Filing Details
Determines brackets & thresholds
Total Gross Income
$0
Estimated Fed. Tax
$0
Standard vs. Itemized
We'll recommend based on your inputs
Standard Deduction Recommended
Enter your deductions below to see which method saves more.
Enter your deductions below to see which method saves more.
Override recommendation:
Itemized Deduction Inputs
Enter all that apply
$
$
$
Donor-Advised Funds (DAF)
Strategic charitable giving
$
$
$
Deduction Summary
QBI Deduction
Up to 20% pass-through deduction
Is this a Specified Service Trade or Business (SSTB)?
Calculating...
Section 179 Equipment
Full first-year expensing
$
Vehicle Deductions
Vehicle Type
$
Business Estimates
Hypothetical Tax Savings
$0
Real Estate Strategies
Cost segregation & depreciation
$
$
$
Oil & Gas (IDC)
Active participant only
$
Asset Estimates
Hypothetical Tax Savings
$0
Total Hypothetical Potential Savings
$0
Compared to baseline with no optimization strategies applied
Baseline Burden
Strategies Applied
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