WF-27 · Workflow · 3 Tools · Self-Employed / Freelance

Freelance Tax Lifecycle

Avoid the three biggest tax mistakes freelancers make. Calculate quarterly estimated payments. Find the S-Corp break-even. Maximize retirement contributions across all self-employed plan options. 2026 IRS parameters throughout.

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Step 1 · AL-123 · Freelance Quarterly Estimated Tax Calculator
Calculate Your 2026 Quarterly Estimated Payments
Key InputsAnnual gross income, business expenses, filing status, other income (W-2, spouse, investment), state of residence, prior year tax liability.

The most common first-year freelance mistake is skipping estimated payments and receiving a penalty plus an unexpected tax bill in April. This tool calculates quarterly payments covering federal income tax (2026 brackets), SE tax (15.3% × 0.9235 × net income, SS capped at $184,500), and state using simplified rate buckets. Shows all four 2026 due dates (Apr 15 / Jun 16 / Sep 15 / Jan 15) and the safe-harbor amount from prior year federal tax. The per-quarter breakdown helps you calendar the payments.

Open Freelance Quarterly Estimated Tax Calculator →
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Step 2 · AL-118 · S-Corp Election Break-Even Modeler
Find the Income Level Where S-Corp Election Pays Off
Key InputsNet SE income, reasonable salary (your estimate), annual S-Corp admin cost (CPA + payroll processing + state filing fees).

S-Corp election saves SE tax by splitting income into salary (SE tax applies) and distributions (no SE tax). But it requires paying yourself a reasonable salary, maintaining payroll, and filing a separate corporate return — typically $1,500–$4,000/year in overhead. This tool sweeps income from $30k to $1M in $500 steps to find the exact net SE income where your SE tax savings exceed annual admin overhead. Above that break-even, every additional dollar saves ~7.65 cents in SE tax. The crossover chart makes the decision visual.

Open S-Corp Election Break-Even Modeler →
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Step 3 · AL-119 · Solo 401(k) vs. SEP-IRA Optimizer
Maximize Retirement Contributions Under 2026 Limits
Key InputsNet SE income (or S-Corp salary if elected), age, desired contribution amount, plan already established (if any).

Self-employed retirement accounts offer the highest contribution limits of any plan type — but the winner depends on your income level and age. The optimizer compares max contributions across Solo 401(k) (employee deferral $24,500 + employer 25% of net comp, capped at §415(c) $72,000), SEP-IRA (25% of net comp, max $72,000), and SIMPLE IRA ($17,000 base). Catch-up rules: age 50-59 and 64+: Solo $8,000 / SIMPLE $5,000; age 60-63: Solo $11,250 / SIMPLE $5,250. At income levels below ~$100k, Solo 401(k) wins almost universally due to the flat employee deferral floor.

Open Solo 401(k) vs. SEP-IRA Optimizer →