Private beta · Invite only

Know your tax picture all year. Built for W-2 + 1099 households.

See your projected tax, a ranked list of strategies worth a look, and whether your quarterly payments are on track, all before you file.

Have an invite? Create account

Request access

Already have an account? Sign in

States modeled: 50 + DC
Federal & state rules: 2026
Quarterly due dates tracked: 4

Tax Playbook dashboard showing a tax snapshot with year-to-date and projected income and tax, the marginal tax bracket, quarterly payment status, and top-ranked strategy opportunities — Dashboard shown with a fictional sample profile.

Tax Playbook dashboard in dark mode showing a tax snapshot with year-to-date and projected income and tax, the marginal tax bracket, quarterly payment status, and top-ranked strategy opportunities — Dashboard shown with a fictional sample profile.

How it Works

From invite to a living plan in three steps.

Onboard

Capture filing status, income, deductions, and documents in one guided flow—without drowning in jargon.

Project

See your year-round estimate, ranked strategies, and timing so you know what to do next.

Optimize

Run scenarios, track quarterly health, and adjust as life changes—before you file.

Your data stays yours

Everything in one workspace

Built for year-round use—not a once-a-year panic button.

Live tax picture

Dashboard ties income, deductions, and estimates together so you always know where you stand.

Ranked strategies

See savings potential, timing, and complexity—prioritized so you tackle the highest-impact moves first.

What-if scenarios

Model retirement contributions, conversions, and other changes before you commit.

Quarterly readiness

Safe harbor and payment cues help you avoid surprises before deadlines.

Ranked strategies

Example

What the strategy list looks like for a fictional W-2 + 1099 household.

1
Increase 401(k) ContributionsRetirement
Higher impactThrough your last paycheck of the year
2
Consider SEP IRA (Self-Employed)Retirement
Higher impactCan be funded up to your filing deadline
3
Safe-Harbor Estimated TaxTiming
Avoids penaltiesBefore the next quarterly due date

Illustrative only. Your list depends on your own profile, and it is educational, not tax advice.

Why we built this

For households with both paycheck and freelance income, tax planning tends to happen once a year, in a rush, after the decisions that matter are already made. We wanted one place to see where the year is heading while there is still time to act on it.
Tax Playbook is in private beta, and we are shaping it with the people using it.

The Tax Playbook founders

FAQ

Quick answers about the beta, your data, and advice.

No. Tax Playbook is educational software to help you organize and model your situation. It is not tax, legal, or investment advice. Always consult a qualified tax professional for decisions specific to you.

Yes. Invited beta users get full access at no charge.

Yes. Tax Playbook is in a private beta. To request access, email support@taxplaybook.com and we will follow up.

Your connection to Tax Playbook is encrypted over HTTPS, and our database and file storage provider (Supabase) encrypts stored data at rest. Database access is restricted per account with row-level security. You can delete your data from Settings at any time; to close your account, email support@taxplaybook.com.

Ready to see your year before you file?

Have an invite? Create your account and see your projection, strategies, and quarterly picture in one workspace. No invite yet? Request access and we will be in touch.