A quick federal estimate for planning conversations. Indicative only — your engagement includes a full review of your actual position.
Wages, interest, dividends and distributions
Schedule C, K-1 and 1099 net profit
401(k), SEP-IRA and solo 401(k) deferrals
Standard deduction of $15,000 applies if higher
Estimated federal liability
$22,847
Planning opportunity
up to $3,600
Illustrative only. Estimates use 2025 federal brackets and exclude state tax, credits and phase-outs. Your figures are never sent anywhere.
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