Detailed estimate · business & high-net-worth

Business, K-1 and rental income? Get a CPA-prepared estimate in 24 hours

The quick estimator handles W-2 income well. If you own a business, hold K-1s or rental property, the real answer depends on entity choice, depreciation and passive-loss rules. Give us the numbers and a licensed CPA sends you a detailed 2025 estimate, free, within one business day.

Reply within 24 hoursPrepared by a licensed CPA or EA, not software

No documents needed yetRound numbers are fine; we'll ask for files securely later

Strategies includedEntity, retirement and real-estate moves with dollar impact

1Your numbers

2Where to send it

Tell us about 2025

Fill what applies and skip the rest. Annual totals, estimates are fine.

Filer

Filing status

Resident state

Children under 17

Other dependents

What do you want from this estimate?

W-2 wages

Box 1 wages for each spouse, and what was withheld.

Your W-2 wages

Spouse's W-2 wages

Federal tax withheld (all W-2s)

State tax withheld

Businesses you own and run

Sole proprietorship, single-member LLC, or an S corp where you take a salary.

Business 1

Business name or type

How it's taxed

Employees (besides you)

Gross receipts

Business expenses

Before owner pay and retirement

Retirement contributions

SEP, Solo 401(k), SIMPLE

Health insurance premiums

Paid by you or the business

I use a home office

I use a vehicle for the business

K-1s from partnerships, S corps or trusts

Use last year's K-1 as a guide; the box numbers are the same on 2025 forms.

No K-1 added.

Rental properties

One row per property. Purchase price lets us estimate depreciation.

No rental added.

Investments and equity compensation

Totals across all brokerage accounts.

Taxable interest

Total dividends

Of which qualified

Short-term gains (loss)

Long-term gains (loss)

Crypto gains (loss)

RSUs vesting in 2025 (value)

ISO exercise spread

Fair value minus strike at exercise

Payments, giving and anything else

Estimated payments made for 2025

Last year's total tax (2024 return)

Line 24 of your 2024 Form 1040

Charitable giving planned

I had more than $10,000 in foreign bank or investment accounts

Anything else we should know?

Choose your resident state to continue.