Tax balance and refund estimator

This tax balance and refund estimator compares an assessed or estimated tax liability with the payments and refundable credits you enter.

Check your figures

Use one currency throughout. This tool reconciles figures you supply; it does not calculate US income tax or establish refund eligibility.

Estimate only. Review the facts with your tax adviser.

Enter your figures, then calculate.

Start with your tax liability

Use the tax amount from a prepared return or a separate calculation. This tool does not calculate US tax brackets, exclusions or eligibility for a refund.

Separate payments from credits

Enter withholding and estimated payments, then refundable credits that have been confirmed for your return. The result is only as reliable as those inputs.

US passport and travel accessories on a map

A calculation is a start.
The facts decide the return.

Bring the numbers and the questions behind them.

Let’s talk it through
US passport and travel accessories on a map
Passport and camera on a world map

Your next move.
Let’s plan it.

Tell us what needs to happen, where you’re based and the deadline you’re working towards.

George Dimov, CPAApril Moore, EAAnvar Akhtamov, EA, CPA

What can we help you with?

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