Small, precise tools for the questions I get asked most.
Each one runs entirely in your browser — nothing you type or upload is sent anywhere. They're estimates to orient you, not tax advice. When you want the real thing run on your actual documents, that's a consult.
◆ Your inputs never leave your device. These tools do all their math in your browser. The only thing that ever reaches me is an email address you choose to share.
IRS Notice Decoder
Type the code on your envelope — CP2000, LT11, CP504 — and get what it means, the deadline that matters, and what it takes to fix.
Open the tool →Wash-Sale / 1099-B Reconciler
Upload a broker 1099-B CSV and flag wash-sale disallowances — processed entirely in your browser.
Open the tool →Penalty & Interest Estimator
Estimate failure-to-file, failure-to-pay, and interest on a balance — and whether abatement could wipe the penalties.
Open the tool →Installment Agreement Estimator
See which IRS payment-plan tier likely fits your balance and a rough monthly payment.
Open the tool →Trader Tax Status / §475(f) Qualifier
A factor-by-factor read on how strong a trader-tax-status position looks, and what electing mark-to-market changes.
Open the tool →FEIE vs. Foreign Tax Credit Estimator
Living abroad? A directional read on whether the exclusion or the foreign tax credit likely leaves you better off.
Open the tool →Streamlined / FBAR Penalty Estimator
Behind on filing from abroad? Estimate your penalty exposure — and what the streamlined program could save.
Open the tool →