Two ways
to use it.
One tool, two audiences. The first is for individuals and small businesses planning calmly ahead of the year. The second is for the firms that file on their behalf, with the workflow they actually need. Both share the same plain language, the same privacy-first defaults, and the same care.
Taxottic
Calm tax planning, in plain English.
- Plain-language forecast for federal + state
- Live "what if" sliders for income, retirement, HSA
- Calm explanations, no doom calculators
- Privacy-first: your numbers stay on your device until you choose to file
Taxottic for Firms
Many clients, one calm dashboard.
- A unified roster across all your clients
- Document checklists per filing, with chase reminders
- Audit-trail of every change a preparer made
- Multi-preparer review queue and partner sign-off
- Privacy-preserving sharing: clients see only their data
Plan your year, calmly.
A small live forecast. Move the sliders, watch the federal tax and effective rate change in plain language. The real Taxottic adds state, withholding, and a calendar of deadlines, but the spirit is the same: think alongside, never frighten.
Your year, in plain numbers.
- Effective rate
- 10.3%
- Marginal rate
- 22%
- Standard deduction
- $14,600
- Taxable income
- $62,400
Adding $1,000 more to your 401(k) would save about $220 in federal tax this year.
Many clients, one calm dashboard.
Built for the firms that file on behalf of others. A unified roster across all your clients, document checklists, status, and an audit-trail of every change. The demo below uses six fictional clients with realistic statuses; click any row to expand.
Robert Chen
- W-2 (primary)
- W-2 (secondary)
- 1099-DIV
- 1098-T
Both demos run locally on your device. No numbers are sent to a server. The math here is intentionally simplified; the real Taxottic covers state taxes, withholdings, schedule-specific deductions, and an honest reconciliation against last year.