Free Financial Tools
Calculators and assessments to help you understand your finances. No signup required.
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Planning tools
Family governance prompts and constitution planning support.
Cash Flow Index Calculator
Compare debts by how much monthly cash they lock up and rank payoff order.
S-Corp Reasonable Salary Calculator
Find a defensible salary range and pressure-test payroll tax risk.
S-Corp Tax Savings Calculator
Estimate payroll-tax savings from an S-Corp salary split.
LLC vs S-Corp Tax Calculator
Compare payroll tax differences before you file Form 2553.
S-Corp Election Deadline Checker
Calculate the IRS 2-month 15-day deadline for elections.
QBI Deduction Calculator
Estimate your QBI deduction using 2026 thresholds.
Estimated Tax Safe Harbor Calculator
Calculate the minimum quarterly payments to reduce penalty risk.
Family Constitution Starter
Create a premium Family Constitution preview and unlock your full Family Office Blueprint.
Family Office Blueprint
Preview the operating system that turns family values into governance, strategy, and execution.
Year-End Tax Projection Signal Report
One-page signal report to highlight what is worth reviewing before Dec 31 and Jan 15 deadlines.
Estimated Tax Catch-Up Calculator
Check if your quarterly estimated payment needs attention before the deadline.
Property Tax Appeal Calculator
See if your home is over-assessed and estimate potential annual savings from a successful appeal.
Go deeper with these core features
Tax Optimization
Review returns, run S-corp salary analysis, and prep smarter CPA conversations.
Explore tax toolsFamily Wealth
Build governance and legacy documents that keep decisions aligned.
Explore governance toolsStrategy guides to go with the tools
Estate Plan Review Checklist
A fast way to find gaps before you meet your attorney.
Read the checklistNot sure where to start?
Tell us a bit about your goals and we'll map a clear next step.
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