Federal taxes that evolve all year — no April surprises.
Federal taxes that evolve all year — no April surprises.
What's included
Multi-year federal engine — 2024, 2025, 2026 brackets, std deductions, credits, all current
Continuous draft: open /me/tax anytime and see your refund-or-owe projection update from YTD trajectory
Year-round insights — "you're in the 24% bracket, $1k more 401(k) = $240 less tax"
What-if simulator: see the impact of charity, 401(k), loss harvesting, withholding bumps before you act
Personal /me/tax pulls every paystub, 1099, K-1, donation, and rental record across every employer + org
Org /tax pulls books from Accounting v2, generates 1120/1120-S/1065 + K-1 + W-2/W-3 + 1099-NEC
K-1 fan-out via the identity graph — owners get their K-1 in /me/tax automatically when the org files
Joint filing combines both spouses' records into one return (with explicit consent on both sides)
IRS Modernized e-File adapter (queued until ERO active) + Drake / TaxAct partner stubs
Every form carries the Verified-by-Turtini stamp + hash-chained audit trail back to source records
About this module
Most tax software is a panic tool you open in March. Tax is continuous — open /me/tax anytime and see your refund-or-owe projection update from year-to-date trajectory. Multi-year federal engine (2024, 2025, 2026 brackets + standard deductions + credits, all current).
Year-round insights — "you're in the 24% bracket, $1k more 401(k) = $240 less tax". Personal + org modes. K-1 fan-out for pass-through entities. Spouse linking for joint filing. Tax-loss harvesting suggestions in November before the year closes.
What you can do with it
Check projected tax bill in July and adjust withholding to avoid an April surprise
Calculate the tax impact of an extra $5k Roth contribution
Run K-1 fan-out across 12 LLC members at year-end
Find deductible expenses Wally noticed across the year
Get this module
Free for all Turtini organizations.
Who it's for
- W-2 employees wanting continuous tax visibility
- Self-employed + 1099 workers needing quarterly estimates
- Pass-through LLC + S-corp owners with K-1 fan-out needs
Details
- Category
- Finance
- Pricing
- Free
- Built by
- Badge
- New