Free Planning Tools
Tax tools for business owners.
Free calculators built around the decisions that actually move the needle — retirement contributions, business exits, and year-end tax planning. No sign-up required.
Retirement Contribution Maximizer
Find your maximum Solo 401(k), SEP-IRA, or SIMPLE IRA contribution based on your self-employment income. See estimated tax savings and after-tax cost at your marginal rate.
Reasonable Compensation Estimator
Estimate an IRS-defensible W-2 salary range based on your role, industry, and revenue. See your self-employment tax savings and audit risk in one view.
Entity Structure Analyzer
Compare sole prop, LLC, S-corp, and C-corp structures side by side. See estimated self-employment tax, corporate tax, and net take-home at your income level.
Exit Tax Estimator
Estimate the federal and California capital gains tax on a business sale — including ordinary income recapture and net investment income tax.
Work with us
Tools are a starting point.
The real planning happens in context — when we know your entity structure, your income trajectory, and what you’re building toward. A 30-minute call is where that starts.
Talk with Matt