Every tool, by type
Calculators run in your browser; nothing you type is sent anywhere. Templates and checklists copy as plain text or print.
Calculators
- No tax on tips calculatorCalculator · Schedule 1-A, Part II
- Overtime deduction calculatorCalculator · Schedule 1-A, Part III
- Senior deduction calculatorCalculator · Schedule 1-A, Part V
- Car loan interest deduction calculatorCalculator · Schedule 1-A, Part IV
- SALT cap phase-down calculatorCalculator · Schedule A, line 5e
- 1099 filing threshold checker: 2025 vs 2026Checker · Forms 1099-NEC and 1099-MISC
- Standard vs itemized deduction calculator 2026Calculator · Standard deduction vs Schedule A
- White-label bookkeeping cost per client calculatorCalculator · White-label pricing
Calendars and deadlines
- 2026 tax calendar for CPA firmsCalendar · Publication 509 (2026)
- 2027 filing season deadline calendarCalendar · Publication 509 (2027) draft
- Estimated tax due dates 2026 and 2027Calendar · Estimated tax
- Extension deadline trackerTracker · Extensions
Templates and letters
- Client tax organizer template 2026Template · Client organizer
- Tax return changes client letter templateTemplate · Client letters
- Engagement letter template for tax seasonTemplate · Engagement letter
- Form 7216 consent template for outsourcingTemplate · Section 7216 consent
- WISP template for small CPA firmsTemplate · Written information security plan
- Client email template libraryTemplate · Client emails
- Return-status tracker templateTemplate · Return tracker
Checklists
- Document request checklist by return typeChecklist · Document requests
- Year-end tax planning checklist for clientsChecklist · Year-end planning
- Outsourcing vendor due-diligence checklistChecklist · Outsourcing
- 1099 vendor W-9 collection checklistChecklist · Vendor W-9s
- Prior-year vs current-year return change checklistChecklist · Return review
Planners
- Missing documents reminder sequence builderBuilder · Document reminders
- Firm capacity planner for tax seasonPlanner · Firm capacity