Calculate RMD amounts based on account balance and age. Input user details to determine annual distribution requirements. Provide guidance on RMD calculations for retirement accounts.
AI identifies tax deductions and generates tax returns. Users input income and expenses. A CPA reviews and finalizes returns. Tracks deductions and provides tax savings estimates. Offers federal and state filing assistance.
Submit and file Local Earned Income Tax returns by uploading scanned paper forms and supporting documents. View refund status and track processing time. Save postage and paper by submitting electronically instead of mailing.
Calculate net pay by entering income details and deductions. Break down gross to net using 2025 tax rules. Plan budgets with multiple paychecks and custom expense categories. Track income and expenses for financial planning.
Track real estate hours to qualify for status. Log spent on real estate activities, calculate total hours, and verify compliance with IRS requirements. Export reports and share with tax professionals.
Upload tax documents via photo or cloud storage. Connect with a credentialed tax professional for guidance. Receive in- notifications for clarification. Complete tax filings with expert assistance.
Check balances and view transaction history in real time. Track pending transactions and manage fund transfers with creation, approval, cancellation, or viewing options. Send and receive secure messages. Access branch hours and locations.
Fill out tax like 1099, W2, and W-9 using available templates. , eSign, share, print, and download documents directly. Submit without uploading them to the .
Track driving trips automatically with real-time logging. Classify trips with a single swipe. Merge multiple trips for accurate distance calculation. Store complete drive history with details like parking, tolls, and notes.
Securely log in using Touch/Face ID and multifactor authentication. Upload documents by taking photos or selecting files from your device. Send and receive messages to communicate with your audit team. Track case status updates in real time.
Enter income, dependents, and filing status to calculate paycheck withholding. View gross and net pay breakdowns. Estimate federal tax deductions. Adjust withholding to avoid surprises. Track tax deadlines with a calendar.