Welcome to Your Tax Planning Dashboard
Empowering businesses with transparent tax insights
Our Mission
As a practicing CPA, I believe that quality tax planning and financial insights shouldn't be reserved only for those who can afford premium services. This dashboard represents my commitment to democratizing tax knowledge and providing practical tools that help business owners make informed decisions.
Regardless of your background, upbringing, or where you started your journey, every entrepreneur deserves access to the same professional-grade tools that larger companies use. This platform is my contribution to leveling that playing field.
North Carolina Focus
Currently optimized for North Carolina tax regulations and rates. As a passion project, I'm working to expand to other states based on user interest.
No Cost, High Value
This tool is provided at no cost as part of my mission to make tax planning accessible. Use it to track income, expenses, and estimate your tax liability.
Your Data, Your Control
All data is stored locally on your device. You maintain complete control and can export your information at any time.
Getting Started
- Track Income: Record all business income with proper categorization
- Log Expenses: Track deductible expenses using IRS-approved categories
- Review Summary: Monitor your profit/loss in real-time
- Estimate Taxes: Get rough estimates of your tax liability
- Export Data: Download your records for your tax professional
S-Corp Tax Calculations
Based on your actual income and expenses
Expanding to Your State
Let us know where you're located
Currently Not in North Carolina?
This tool is currently optimized for North Carolina tax rates and regulations. However, as part of my mission to make tax planning accessible to all entrepreneurs, I'm working to expand coverage to other states.
Please share your information below, and I'll notify you when support for your state becomes available. This is a passion project that I update periodically, and user interest helps me prioritize which states to add next.
Quarterly Tax Details
Payroll Tax Breakdown
Employee + Employer Portions
Filing Requirements
Forms & Deadlines
Federal Forms
| Form | Purpose | Filing Frequency | Amount Due |
|---|---|---|---|
| Form 941 | Employer's Quarterly Federal Tax Return | Q1, Q2, Q3, Q4 | $10,294 |
| Form 940 | Federal Unemployment (FUTA) | Annual | $42 |
| Form W-2/W-3 | Wage and Tax Statement | Annual | - |
North Carolina Forms
| Form | Purpose | Filing Frequency | Amount Due |
|---|---|---|---|
| NC-5Q | Quarterly Withholding Return | Quarterly | $0 |
| NCUI 101 | Unemployment Insurance | Quarterly | $377 |
Tax Resources & Tools
Essential information for tax compliance
Federal Accounts
EFTPS (Electronic Federal Tax Payment System)
Required for: 941 and 940 payments
Setup Time: 5-7 business days (PIN by mail)
Go to EFTPSNorth Carolina Accounts
NC DOR - Withholding Account
Required for: NC-5Q filings
Setup Time: 1-3 business days
NC DOR RegistrationNC DES - Unemployment Insurance
Required for: NCUI 101 filings
Setup Time: 1-2 business days
NC DES PortalAlternative Payment Methods
If EFTPS Not Ready
- Same-day wire via bank (Fedwire)
- Check with Form 941-V voucher
- Check with Form 940-V voucher
Income Tracker
Track all business income
Add Income
Income History
Expense Tracker
Track all business expenses
Add Expense
Expense History
Net Income Summary
Profit & Loss Overview
Current Year Summary
Quarterly Breakdown
Category Analysis
Tax Estimator
Calculate estimated taxes based on your income and expenses
Business Configuration
Estimated Tax Liability
Important Disclaimer
This tool provides estimates only and should not be considered tax advice. Actual tax liability may vary based on deductions, credits, and other factors not included in this calculation. Please consult with a qualified tax professional for accurate tax planning.