Tell us a bit about your situation

This helps us create a more accurate estimate for you. Quick questions only — no exact numbers.

What is your filing status?

Single Filing on your own Married filing jointly Filing together Head of household You support a household

What is your income range?

Under $25,000 General estimate only $25,000 – $50,000 Most common range $50,000 – $75,000 Used to refine estimate $75,000 – $100,000 Used to refine estimate Over $100,000 General range only

Which tax year are you estimating for? (optional)

Select a year Choose any year you need

No exact numbers. No personal details.
This step only helps us understand your general scenario.

Please select your filing status and income range to continue.

This tool provides general estimates based on common tax scenarios. It does not constitute tax advice.

Understanding your general tax situation is an important first step before exploring any estimate. Many people skip this part and jump straight to numbers, but that often leads to confusion, unrealistic expectations, or missed details that could matter later.

At this stage, we’re not asking for exact income amounts, personal documents, or sensitive information. Instead, we use broad ranges and general categories to identify common scenarios that apply to many taxpayers. This allows us to provide a clearer and more relevant estimate in the next steps, without overcomplicating the process.

Filing status, income range, and tax year are basic elements that influence how tax calculations are commonly structured. Even small differences in these factors can change how an estimate is interpreted. That’s why answering these quick questions helps narrow down which situations may apply to you, while keeping everything simple and secure.

This tool is designed to offer general guidance based on widely used tax rules and typical filing patterns. It does not replace professional advice, official calculations, or a full tax filing process. The goal here is clarity — helping you understand where you might stand before moving forward.

As you continue, you’ll see how this information is used to build an estimated range and explore possible next steps. You’re always in control of what you choose to review, and you can stop at any time. Taking a moment to complete this step helps ensure that the estimate you see later is more aligned with your situation, instead of being based on assumptions that may not apply to you.

Disclaimer: We are not a financial institution and we are not affiliated with, endorsed by, or authorized by any government agency. We do not file taxes, process refunds, or request refunds on your behalf. Any values, ranges, or outcomes shown are simulations/estimates for informational purposes only and may not reflect your actual tax results.