FOR PRACTITIONERS
Tools that respect your expertise.
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Withholding Calculator
Practitioner Branded Version
Help clients stop guessing at their W-4. Dial in their withholding and land them the right refund right where they want it.
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Business Structure Advisor
Practitioner Branded Version
Compare entity outcomes for clients, side-by-side.
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Reasonable Compensation Analyzer
Practitioner Branded Version
Build defensible salary benchmarks for S-corp clients.
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Financial Statement Analyzer
Practitioner Branded Version
A browser-based tool that reads a P&L or balance sheet, runs a full ratio and trend analysis, and produces a clean, branded PDF report you hand straight to your client. Your firm name, logo, colors, and contact details — on every page. Built for CPAs, fractional CFOs, bookkeepers, and advisors. Runs entirely on your computer; no client data ever leaves your browser.
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Independent Contractor vs. Employee Analyzer
Practitioner Branded Version
A white-label worker-classification tool for your firm. Add your logo, colors, and notes; interview the client; generate a branded Determination Memo workpaper in minutes. Federal IRS framework.