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Overall Tax Estimator

You have a job and a business. See how your tax bill shifts as one grows into the other, and how your state compares.


Your numbers stay in this browser and never reach us.

Your Base Year

What you earn, own and spend this year. Every figure on this step is an annual amount. The next four years need four numbers each, and Step 2 prefills them.

Where you are

Where you live and where the business is registered. This tool assumes they are the same.

Sets the federal and state bracket schedules and the standard deduction.

Children under 17 who qualify for the child tax credit — often worth more than the gap between two states.

How is the business taxed? this is the tax election, not the entity type

Most side businesses start owner-run: the business does not file its own return, and the profit lands on your personal one. You take money out as draws, not payroll, and pay self‑employment tax on all of it. Filing jointly does not change this — the business belongs to whoever opened it, and its profit appears on your joint return.

An S‑corp is the same LLC, elected to be taxed differently. It must run payroll for you, and only that salary carries payroll tax. It costs more to run, so it wins only once profit is large enough. Try both.

Your employment income (Year 1)

$

Gross wages before withholding, for everyone in the household with a job.

$

Contract work done for someone else. If the 1099 income is your own business billing its clients, it belongs in Your business below, not here — entering it twice taxes it twice.

Investments are not part of this.

Leave out 401(k) and IRA contributions and employer matches, Social Security and pension income, stocks, bonds, funds, dividends, interest, rental income, and anything you sell for a gain. This tool covers money you earn from working — a job and a business — and the tax on it. Investment income is taxed on a different schedule with its own state‑by‑state map.

Your home

$

Market value, not what you paid. Leave blank if you rent. Your mortgage or rent payment goes in Housing below either way.

Your annual household spend

Enter what you actually pay, sales tax included — the receipt total, not the shelf price. The readout below separates the sales tax back out. Step 2 grows these forward at an assumed a year; holding spend flat instead makes year-over-year changes easier to read, so you may prefer to overwrite those cells to match Year 1.

Housing Mortgage or rent, utilities, upkeep
$
Groceries Food at home
$
Dining & entertainment Restaurants, going out, subscriptions
$
Transport Car payments, fuel, transit, maintenance
$
Insurance Health, auto, home, life
$
Healthcare Out of pocket, beyond premiums
$
Retail & general Clothing, household goods, electronics
$
Everything else Childcare, education, travel, gifts
$
Total spend as entered$117,600
Sales tax already inside it−$3,031
Pre‑tax household spend$114,569
Income$180,000
less pre‑tax household spend−$114,569
Household surplus, before tax$65,431

Capital investment is not included here. A new roof, a car bought outright, a down payment — leave those out, along with any other one‑off purchase. This is recurring spending only.

Your business (Year 1)

Total revenue for the year Everything the business took in, before any cost. If you invoice and get paid within the same year, billed and received are the same number
$
Cost of goods sold Goods purchased, storage, shipping, subcontractors
$
Employee wages Gross pay for people who are not you. The tool adds employer payroll tax on top, at your state’s rate
$
Operating expenses Software, travel, marketing, benefits, professional fees
$
Depreciation & loan interest Equipment written down, interest on business debt
$
Revenue$30,000
less goods, wages and operating expenses−$9,000
Operating earnings (EBITDA)$21,000
less depreciation & loan interest−$1,000
Business profit, before tax$20,000

You do not pay yourself on this list. Running the business owner-run, you take draws rather than payroll — a draw is not a business expense and does not reduce profit.

EBITDA is earnings before interest, taxes, depreciation and amortization. A sanity check, not the tax base — profit is. Revenue is entered separately because a few states tax it directly, profit or no profit.