Optimize Tax Savings Calculators

A fast, advisor-ready environment for generating clear, directional tax estimates during live planning calls and client-facing conversations.

Engineering-driven tax specialists helping individuals and organizations across the country
Intuitive calculators built to deliver clear, dependable insights for smarter tax decisions
A modern toolkit that transforms complex analysis into a simple, precise, and accessible experience

High-level credit estimates for quick planning conversations, using wages, contractor spend, and qualifying supplies.

Open R&D Calculator

Directional depreciation comparisons for property acquisitions and renovations — contrasting current versus reclassified asset lives.

Designed for professionals who need quick, reliable tax estimates during early planning and scoping conversations.

Why This Platform Exists

A simpler way to start tax planning

Helps advisors get useful estimates without deep documentation or complex models
Removes the hassle of ad-hoc spreadsheets and scattered tools
Makes early-stage tax planning easier for clients to understand
Ensures conversations start with clarity, not guesswork

How You Use It In Practice

Pick the calculator that fits your situation
Enter a few high-level assumptions
Review a clear, directional estimate in minutes
Use the output to confirm next steps — proposal, full study, or no further action

Who It's For & When To Use It

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Open R&D Calculator

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Open a calculator, enter a few assumptions, and get to a clear tax estimate you can discuss with your client in minutes.