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Calculators · Estimators · Federal & state

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Resources

Tax Calculators & Estimators

Explore helpful tax calculators to estimate common federal and state tax situations. These tools provide preliminary estimates and are not a substitute for a complete professional review.

Tax year: [PLACEHOLDER — applicable tax year, pending Price Book confirmation]  ·  Last updated: August 1, 2026

In development — no calculator is live yet

This page is the approved plan for the calculator suite. None of the tools below are operational. Each requires its tax parameters to be sourced from primary authority and verified by an assigned tax professional before it is released.

Calculators run entirely in your browser. Nothing you type is sent to us, stored, or shared.

Federal calculators

Available in every state we serve. These estimate a specific tax situation — not a whole return. We do not offer a calculator that prepares your Form 1040 or Form 1120. A complete return depends on facts a calculator cannot see, and that is work we do with you rather than something to guess at on a public page.

Federal

Self-Employment Tax Estimator

Estimate Social Security and Medicare tax on self-employment income, including the deductible portion.

  • Tax year: TBD
  • Time: about 3 minutes
  • Updated:

Coming soon Learn more

Federal

Capital Gains Tax Estimator

Estimate tax on investment gains, separating short-term from long-term and including the net investment income tax where it applies.

  • Tax year: TBD
  • Time: about 5 minutes
  • Updated:

Coming soon Learn more

Federal

Home Sale Capital Gains Estimator

Estimate gain on the sale of a main home and whether the primary-residence exclusion may reduce it.

  • Tax year: TBD
  • Time: about 6 minutes
  • Updated:

Coming soon Learn more

Federal

Rental Property Sale & Depreciation Recapture Estimator

Estimate gain on a rental sale, separating the portion attributable to depreciation, which is taxed differently from ordinary capital gain.

  • Tax year: TBD
  • Time: about 10 minutes
  • Updated:

Coming soon Learn more

Federal

Quarterly Estimated Tax Calculator

Estimate quarterly payments and check whether you meet a safe-harbour amount for the year.

  • Tax year: TBD
  • Time: about 6 minutes
  • Updated:

Coming soon Learn more

Washington calculators

Washington has no personal income tax and no inheritance tax. It does have an estate tax, an excise tax on certain long-term capital gains, and a real estate excise tax. These tools cover the Washington-specific taxes only — pair them with the federal calculators above for a combined picture.

Washington

Real Estate Excise Tax (REET) Estimator

Estimate the graduated state excise tax on a Washington property sale, plus the applicable local rate.

  • Tax year: TBD
  • Time: about 3 minutes
  • Updated:

Coming soon Learn more

Washington

Capital Gains Excise Tax Estimator

Estimate Washington's excise tax on long-term capital gains above the standard deduction amount.

Does not apply to real estate sales or to gains inside retirement accounts.

  • Tax year: TBD
  • Time: about 5 minutes
  • Updated:

Coming soon Learn more

Federal + Washington

Combined Federal and Washington Estimate

Bring the federal and Washington results together in one summary, shown separately as well as combined.

  • Tax year: TBD
  • Time: about 10 minutes
  • Updated:

Coming soon Learn more

Planned

Approved for a later phase. Estate, gift, and inheritance tools are handled by referral to a qualified specialist rather than by calculator, because the amounts involved make an unreviewed estimate risky.

Other resources

Tax Filing Process

What happens from your first enquiry through to a filed return.

Coming soon

Document Checklists

What to gather before you start, by situation.

Coming soon

Frequently Asked Questions

Cost, timing, states, amended returns, and working with us.

Coming soon

Tax Guides and Updates

Plain-language explanations of changes that affect filers.

Coming soon

About these estimates

This disclaimer explains the limits of an estimate. It does not reduce our responsibilities to you.

How we build them

Your privacy

Next step

An estimate is a starting point, not a return. When you are ready, a professional can look at your full situation and identify what a preliminary estimate cannot.

Review My Estimate — coming soon

Have a tax professional review your information and identify items this preliminary estimate may not include.