The Taxstra Knowledge Base: Calculators, Templates and Guides
Use the tools to find the constraint. Use the guides to understand the decision. Bring the result to a consultation when you are ready to build the system behind it.
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Calculators
Run your numbers before you meet with a CPA. These tools model your real tax situation so you show up to every conversation prepared. Start with the Tax Strategist Guide if you want to understand the strategy first.
Featured decision tools
Start with the decision in front of you
Core results are ungated. Share contact details only when you want Taxstra to follow up on the planning questions.
Depreciation Recapture Calculator
Separate Section 1245 recapture, unrecaptured building gain, and remaining gain.
Open tool2026 QBI Deduction Calculator
Model supported Section 199A limits, carryforwards, and the active-business minimum.
Open toolNIIT Scenario Calculator
Compare the separate 3.8% investment-income tax before and after income changes.
Open toolBackdoor Roth Pro-Rata Worksheet
Allocate annual IRA basis and download a printable worksheet.
Open toolSTR Record Builder
Calculate average customer use and organize actual participant records.
Open toolDental Practice Valuation Calculator
Normalize dental-practice earnings and bridge a user-supplied enterprise range to equity value.
Open toolReal Estate Agent Tax Calculator
Turn commission receipts, broker splits, mileage, and agent expenses into a 2026 federal reserve.
Open toolRental Property Deal Lab
Cap rate, cash-on-cash return, financing, depreciation, and after-tax scenario.
Open toolS-Corp Salary Analyzer
Build a reasonable-compensation range from comparable pay, duties, and hours.
Open tool1031 Sell vs Exchange
Compare supported cash/debt boot, recognized gain, deferred gain, and replacement basis.
Open toolISO / AMT Window Planner
Model the ISO bargain element, federal AMT, and shares near a selected ceiling.
Open toolLocum Multi-State Tax Map
Organize assignments, work states, income, withholding, and filing questions.
Open toolMFJ vs MFS Decision Lab
Compare valid joint and separate federal deduction scenarios before state-specific review.
Open toolSocial Security & Roth Planner
See how a Roth conversion can change the taxable portion of Social Security benefits.
Open toolSTR / REPS Loss Classifier
Screen activity classification and participation before applying basis and loss limits.
Open toolCharitable Bunching Optimizer
Compare multi-year charitable timing under the current deduction framework.
Open toolRetirement Plan Maximizer
Compare contribution capacity across common self-employed retirement-plan paths.
Open toolS-Corp Tax Calculator
SE tax savings vs. compliance costs. See your net benefit.
Marginal Tax Calculator
See how every dollar is taxed in 2025-2026. Interactive strategy tool.
Hiring Kids Calculator
Estimate tax savings from shifting income to your children. 2025-2026 rules.
2026 Due Dates
Key deadlines for S-Corps, LLCs, and individuals. Don't get penalized.
13-Week Cash Flow Calculator
Model weekly receipts, expenses, cash low points, and collection scenarios.
Business Financial Health Score
Score close quality, cash visibility, margins, controls, and planning cadence.
Business Valuation Calculator
Build an illustrative value range from normalized earnings and a multiple range.
Month-End Close Checklist
Work through a 24-step close and find the workstream holding up reporting.
Profit Margin Calculator
Bridge gross, contribution, operating, and net margin with break-even revenue.
Income Tax Calculator
Estimate your full-year federal liability from income, filing status, and deductions.
Crypto Tax Calculator
Estimate the tax on digital asset sales, short-term versus long-term.
Guides & Deep Dives
Plain-English guides on the strategies that matter most to high-income professionals. Each guide is written by or reviewed by a CPA with real client context.
Controller vs CFO
Compare role, timing, deliverables, and the signals that determine which finance layer you need next.
Fractional CFO Cost
Understand the scope and operating factors that drive fractional CFO pricing.
Cost to Outsource Accounting
Separate bookkeeping, accounting, controller, and CFO costs before comparing proposals.
13-Week Cash Flow Template
Download a working CSV and learn how to maintain a rolling weekly forecast.
Expense Report Template
Build a controlled receipt, approval, reimbursement, and accounting workflow.
SaaS Financial Model Template
Build a 12-month MRR, churn, gross-margin, payroll, and cash forecast.
Partnership vs S Corporation
Compare ownership economics, compensation, administration, and change scenarios.
Professional Corporation vs LLC
Organize the state-law, licensing, ownership, tax, and multi-state questions.
Guaranteed Payments to Partners
Build a partner-payment workflow from agreement through cash and reporting.
Tax Questions Hub
Plain-English answers to the most common tax strategy questions.
What Is a 1099 Form?
All 16 1099 types, the 2026 threshold changes, and how to fix one issued incorrectly.
W-2 Box 14 Codes
What every Box 14 code means and which entries actually change your return.
Tax Deductions List
A working list of deductions by taxpayer type, including the new OBBBA tips, overtime, and car-loan deductions.
Standard Deduction (2025-2026)
2025 and 2026 standard deduction tables, the age-65 add-on, and the OBBBA senior deduction.
What Is a Rent Roll?
A sample rent roll, the columns lenders and buyers expect, and the red flags a CPA checks first.
LLC vs S-Corp Guide
When to elect S-Corp status and the real-world tax impact. Distinct from the decision tool.
Reasonable Compensation Guide
How to set your S-Corp salary to satisfy the IRS and save taxes.
Accountable Plans Guide
Reimburse yourself for home office, cell phone, and more, tax-free.
QBI Tax Deduction Guide
Maximize the pass-through deduction under Section 199A.
REPS Tax Guide
Qualify as a Real Estate Professional and unlock unlimited loss deductions.
Locum Tenens Tax Guide
Travel deductions, multi-state filing, and S-Corp strategies for locums.
Cost Segregation Flowchart
See if your property qualifies and how cost seg accelerates write-offs.
IRS Resources & Links
Direct links to commonly needed IRS forms, portals, and tools.
Common Tax Terms
A glossary of accounting and tax terminology in plain English.
HELOC on Investment Property
How to use home equity to fund rental properties and the tax implications.
How Much Does a CPA Cost?
Real 2026 fee ranges for tax prep, bookkeeping, and planning, and when the fee pays for itself.
Income Tax by State
Every state income tax regime in one comparison, from no-tax states to the steepest brackets.
Property Tax by State
Compare effective property tax rates and see why the local assessment system matters more than the headline rate.
States With No Property Tax?
No state fully eliminates property tax, but exemptions and local rates can change the real cost dramatically.
Sales Tax by State
State and average local sales tax rates side by side, and how no-income-tax states use them.
Inheritance Tax by State
Which states still tax inheritances or estates, and how gifting plans work around them.
Is Inheritance Taxable?
Federal rules for inherited cash, appreciated property, retirement accounts, basis, and income earned after death.
529 Plan Tax Guide
Contributions, state deductions, superfunding, and the rollover rules for leftover funds.
Roth IRA Early Withdrawal Penalty
The ordering rules that decide whether taking Roth money out early costs you anything.
Above-the-Line Deductions
The deductions that cut AGI whether or not you itemize, and why AGI drives so many phase-outs.
Business Tax Extension Guide
How to file the extension, what it does and does not delay, and the deadlines by entity type.
Accounting Software vs Outsourced Accounting
When software alone stops being enough and what outsourcing actually replaces.
Schedule C. Sole Proprietors & 1099
Everything a sole proprietor, freelancer, or 1099 contractor needs to know about deductions, entity structure, and SE tax strategy.
Schedule E. Rental & Passive Income
Own rental property? Short-term rentals, long-term rentals, or syndication K-1s all flow through Schedule E. Master your deductions and passive loss rules here.
Reference
Quick-reference pages for deadlines, terminology, IRS portals, and navigating your tax situation by professional category.
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