Tools

Start where your question is

Every tool is free, takes minutes, and ends with findings written in plain English — not a sales pitch.

For individuals & business owners

Tax Health Check

A structured review of your filing history, records, estimated payments, and planning posture — scored and explained.

For business owners

Where your bookkeeping, reconciliations, payroll, and financial controls stand — and what to tighten first.

For DIY filers

An honest read on whether your situation still fits self-preparation, or has quietly grown past it.

Smaller, single-purpose helpers for the question in front of you right now.

For self-employed & owners

Eighteen yes/no questions that surface the deduction categories worth reviewing, plus the records each one needs.

Before you file

A personalized list of the documents to gather, organized by income, deductions, and payments.

Planning estimates

Self-employment tax, quarterly estimated payments, and whether an S-Corp election is worth discussing.

Got a letter?

Look up your notice code to see what it means, the deadline that applies, and the next sensible step.