Free, high-caliber planning utilities to analyze your tax strategies, scan your transcripts, or explore detailed IRS guidance.
Get immediate, expert answers to complex tax queries. Quincy is calibrated on federal codes, SALT cap structures, retirement compliance, S-Corp optimizations, and cross-state commuter laws. Click the chat bubble in the bottom right corner.
Model the multi-year tax implications of business vehicles. Compare Section 179 expensing, bonus depreciation schedules, lease inclusion limits, and mileage write-offs.
A conversational financial modeler. Walk through retirement compounding simulations, debt elimination pathways, college fund projections, and tax-deferred asset allocations in seconds.
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Securely upload your official IRS Account Transcript to run a comprehensive analysis against 30+ custom tax-saving strategies, ranging from entity restructuring to passive loss utilization.
Requires an IRS Account Transcript (available free at IRS.gov)
Exhaustive, professional-grade analyses incorporating current-year thresholds, internal revenue code (IRC) citations, and detailed mathematical models.
Deep-dive into the removal of the $10,000 cap, the new $40,000 baseline, NJ BAIT / NY PTET adjustments, and phase-down calculations.
Tax GuideComplete mathematical mapping of the qualified business income deduction. Explores SSTB constraints, S-Corp scaling, and thresholds.
Tax GuideThe concrete economics of S-Corp status. Tax break-even models, FICA savings offsets, and reasonable salary calculations.
Tax GuideNavigating the convenience of the employer doctrine. Credits for double taxation, state allocations, and multi-state compliance.
Tax GuideMaximize your retirement deferrals. Modeling profit-sharing contributions, Catch-up limits, and sole proprietorship vs. S-Corp mechanics.
InsightOptimize your conversions by filling lower marginal tax brackets without pushing yourself into higher tax rates or triggering IRMAA thresholds.
InsightAvoid underpayment penalties. Detailed rules for the 100%/110% thresholds and NJ’s independent 80% safe harbor compliance checks.
InsightAccelerate depreciation. Structural breakdown of bonus depreciation phase-down rules and Real Estate Professional Status (REPS) triggers.
Tax GuideA mapping of NJ’s inheritance tax categories. Exemptions for Class A beneficiaries vs. rates/exemption rules for siblings and relatives.
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