Tax-Strategy Estimator
See where the tax pressure is, in under two minutes.
Plug in your income, taxable assets, and net worth. We estimate your federal tax and surface the strategies commonly explored at your profile: an illustrative starting point, not a recommendation.
Your numbers
Plug in the basics. Watch the estimate move.
Brokerage accounts, not IRAs, 401(k)s, or other retirement accounts.
Estimated 2025 federal income tax
$0
- Effective rate
- 17.9%
- Marginal bracket
- 24%
- Taxable income
- $320,000
- Standard deduction (MFJ)
- $30,000
2025 federal brackets · ordinary income · approximate
Strategies worth a conversation
Options commonly explored at your profile.
Based on what you entered, these are options commonly explored at your profile, not advice, and not a recommendation. They are a starting point for a conversation, nothing more.
Direct Indexing
Own the index as individual positions, then harvest losses lot by lot to offset gains elsewhere, something a fund can never do for you.
Roth Conversion Offset
Pair a Roth conversion with deductions or harvested losses in the same year, so you move money to tax-free ground without the full tax bill.
Private Credit
Income from direct lending that sits outside public markets: a different return stream, with its own tax treatment to plan around.
Private Real Estate
Depreciation and 1031 exchanges can shelter real-estate income and defer gains: the reason it earns a place in many plans.
Tax Strategy & Preparation
Planning and filing run by the same team, so the return reflects the strategy instead of discovering it in April.
Would you like to see if our tax strategies could potentially reduce your tax burden?
Schedule a complimentary consultation to receive personalized tax planning recommendations tailored to your unique financial situation.
The fine print
This is an educational estimate only. It approximates federal ordinary-income tax using 2025 brackets and the standard deduction. It excludes state and local tax, capital-gains and qualified-dividend rate differences, tax credits, the Alternative Minimum Tax (AMT), the Net Investment Income Tax, and any deductions beyond the standard deduction. Actual results will differ. Nothing here is tax, legal, or investment advice, and no strategy shown is a recommendation. Consult a qualified tax, legal, or financial professional before acting.