Tax Calculators

Estimators for equity compensation, self-employment, and withholding, with every statutory figure sourced and dated.

• W-4 Withholding EstimatorCalculate your federal income tax withholding and estimate your tax refund or balance due based on your W-4.
• Capital Gains Holding Period CalculatorSee the tax difference between selling now at short-term rates versus waiting for long-term capital gains treatment, including the NIIT surcharge.
• Dependent Care FSA vs Child & Dependent Care CreditCompare the pre-tax Dependent Care FSA payroll deduction to the Child and Dependent Care Credit to find which saves you more — or how to stack both.
• Effective vs Marginal Tax Rate CalculatorSee your effective (average) and marginal federal income tax rates side by side, with a bracket-by-bracket breakdown, using 2025 IRS rate schedules.
• ESPP Qualifying vs Disqualifying Disposition CalculatorCompare the after-tax proceeds of a qualifying vs disqualifying ESPP sale and see exactly how much the holding period is worth.
• HSA Triple-Tax-Benefit CalculatorCalculate the combined upfront deduction, tax-free growth, and tax-free withdrawal advantage of an HSA versus a taxable investment account.
• ISO AMT Exposure CalculatorEstimate the Alternative Minimum Tax you may owe when exercising Incentive Stock Options, including the AMT preference item, tentative minimum tax, and AMT credit carryforward.
• RSU Vesting Tax EstimatorEstimate the tax owed when restricted stock units vest, how much your employer withholds, and the shortfall you must cover.
• Self-Employment Quarterly Tax EstimatorEstimate quarterly estimated tax payments for freelance and 1099 income, including self-employment tax and safe-harbour targets.
• Tax-Loss Harvesting Benefit CalculatorQuantify the tax benefit of harvesting a capital loss today versus holding the position, net of any tracking-error drag from a substitute investment.