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Tools that work your taxes all year.

The refund isn't decided in April — it's decided the other eleven months. Create a free account and get the planner, simulator, checklist, vault, tracker, and AI that keep you ahead of it.

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NEXT FILING DEADLINEBoth
Q3 estimated taxes due
September 15, 2026
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We open scheduling 8 weeks out — beat the rush.
UPCOMING
Sep 15, 2026 Q3 estimated taxes due Sep 15, 2026 S-corp & partnership extended returns due Oct 15, 2026 Individual extended returns due Oct 15, 2026 C-corp extended returns due Jan 15, 2027 Q4 estimated taxes due
TRY IT NOW · NO ACCOUNT NEEDED

Feel the Live Tax Bill.

This is the number most people meet once, in April, when it's too late to change it. Move the sliders and watch your 2025 tax move in real time — the same engine your account runs on, all year long.

W‑2 job income$60,000
Self‑employed / 1099 income$30,000
Pre‑tax retirement (401k / IRA / SEP)$0
0
LIVE ESTIMATE
$0
projected 2025 federal + state tax
Effective rate 0% Self‑employment tax $0
Planning estimate — a demo with sample numbers, not tax advice. Models 2025 federal rules (SE tax, QBI, child credit, Additional Medicare) plus an approximate state rate. In your account it runs on your real income, updates as the year fills in, and your final numbers are reviewed and signed by your preparer at filing.
Make it yours — free account
INSIDE YOUR ACCOUNT

Six tools. Zero cost. One login.

Everything below is free the moment you create an account — and your tax team sees the same picture you do.

REFUND PLANNER

Steer next year's outcome

Tell us how last year went and what you want this year — a bigger refund, more per paycheck, or break-even. We estimate the exact W-4 change to get you there, down to the dollar per paycheck.

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LIFE-EVENT TAX SIMULATOR

Big year? See how it hits your taxes

Got married, bought a home, started a side hustle, sold crypto? Pick your life event and instantly see what it means for your return — and exactly what to send us.

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DOCUMENT CHECKLIST

Know exactly what to gather

Tap what applies to you — W-2, freelance, homeowner, kids, investments — and get a personalized list of every document to collect before filing. No guessing, no forgotten forms.

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SECURE DOCUMENT VAULT

Send documents as they arrive

Drop W-2s, 1099s, and receipts into your encrypted vault the moment they arrive. Your tax team is notified instantly, and everything's organized and ready at filing time.

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RETURN TRACKER

Watch your return move, stage by stage

From documents received to prepared, reviewed, filed, and accepted — see exactly where your return is in real time, plus the tax savings we've found for you along the way.

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ASCEND AI

Tax answers, 24/7

IRS letter? Withholding question? Big purchase coming? Ask Ascend AI between appointments and get clear guidance any hour — with your real tax team one message away.

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Your taxes shouldn't be a once-a-year panic.

Create your free account in under a minute — no card, no commitment. Just tools that keep more of your money where it belongs.

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