📊 Tax Management
Organize your tax documents, track deductions, and optimize your tax strategy with intelligent analysis and year-round planning tools.
Tax Season
$0
Estimated Income
$0
Estimated Tax Liability
$0
Total Deductions
0
Documents
Tax Documents
Tax Notes
Tax Analysis & Deduction Calculator
Tax Planning & Optimization
Tax Optimization Analysis
Current Tax Liability:
$0
Optimized Tax Liability:
$0
Potential Savings:
$0
Tax-Loss Harvesting Opportunities
Available Losses:
$0
Tax Benefit:
$0
Optimization Strategies
Income Forecasting
Current Year Projection:
$0
Next Year Estimate:
$0
Growth Rate:
0%
Tax Savings Opportunities
Max 401(k) Contribution:
$22,500
HSA Contribution:
$3,850
IRA Contribution:
$6,500
Strategic Recommendations
Tax Compliance & Deadlines
Important Deadlines
April 15, 2024
Individual Tax Return Due
Completed
October 15, 2024
Extension Deadline
Pending
January 15, 2025
Q4 Estimated Tax Payment
Upcoming
Compliance Alerts
Missing W-2: Ensure all W-2s are uploaded
Extension Filed: Return due October 15
Required Documents Checklist
✓ Complete
✓ Complete
âš Incomplete
âš Incomplete
Tax Reports & Export
Report Templates
Tax Summary Report
Complete overview of income, deductions, and tax liability
Document Inventory
Spreadsheet of all uploaded documents and metadata
Deduction Analysis
Detailed breakdown of all deductions and optimization opportunities