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Free preliminary estimate

Estimate my tax refund.

Answer a few questions about your W-2 and 1099 income and see a preliminary 2026 federal and state estimate. No Social Security numbers, no documents, no email required — and no pressure to file with us afterward.

Step 1

Tell us where you stand.

Everything runs in your browser. Nothing is submitted, stored on our servers, or filed with any tax agency.

Filing basics

Income

Use the amounts from your W-2s and 1099s. Round to the nearest dollar.

Withholding

Federal and state tax already withheld from your pay this year.

Dependents & credits

Only counts. We never ask for names, birth dates, or Social Security numbers here.

Where to next

Pick the path that matches where you are.

You should be able to take action immediately instead of being forced into a conversation first.

File your taxes now

You have your documents and you are ready to submit. Filing type, intake, uploads, and consents in one secure flow.

Not sure what you need?

Take the Financial Wellness Assessment and get your stage, your #1 priority, and your next three moves in a few minutes.

Complex tax situation?

Back taxes, IRS notices, unfiled years, multi-state returns, or business complexity — that pathway starts with a consultation.

Want to understand it first?

Fifteen tax fundamentals, a readiness checklist, and free downloadable guides in the Tax Resource Hub.

This is a preliminary educational estimate — not a completed tax return, tax advice, or a guarantee of any refund amount. Your actual federal and state results depend on eligibility for credits and deductions, filing status, dependency rules, documentation, residency, state-specific rules, and changes in tax law. State figures use an average effective rate for your state and are approximate. Nothing entered here is filed with the IRS or any state agency.