See what proactive tax planning could return on your income. Answer a few questions and get an estimated savings figure in minutes.
The calculator surfaces the gap between what you're currently paying and what a coordinated tax strategy could save.
A dollar figure based on your income, filing status, and situation, showing what proactive planning could deliver before December 31.
The calculator flags which tax strategies, income offsets, charitable structures, or entity approaches are most relevant for your situation.
Results include context on which income levels and complexity profiles benefit most from a virtual family office approach, so you can evaluate the fit before committing to a call.
The results summary includes an option to book a complimentary strategy call, with no obligation. Start there, or just keep the estimate for reference.
Income, filing status, income type (W-2, business, equity), and any major upcoming events. No tax returns, no account access required.
The calculator runs your inputs through the coordination strategies K&K applies most often and returns an estimated savings range tied to your situation.
If the estimate looks meaningful, the next step is a complimentary discovery call. We'll review your situation in detail and show you exactly what a coordinated plan would look like.
Client results from putting every discipline on the same plan. These are estimates based on actual engagements, not guarantees.
A capital-gain reduction strategy mitigated $2M; a leveraged risk-mitigation structure added another $1.54M. Estimated $3.54M in capital-gain mitigation in year one.
An income-offset strategy delivered $221K (2.21x); a charitable-planning strategy added $123K (4.94x). 7.15x ROI in year one.
A charitable-planning strategy produced the year-one savings; a wealth-management vehicle returned $132K over the fund period (2.86x).
Results reflect each client's specific circumstances and are estimates, not a guarantee of future outcomes. Individual tax savings will vary based on income, complexity, and applicable strategy.
Yes. The calculator is completely free, with no commitment required. It takes about three minutes to complete, and you receive your estimated savings results immediately. There is no obligation to book a call or engage K&K after using it.
Most people complete the questionnaire in about three minutes. The calculator asks about income, filing status, income type, and upcoming financial events. No tax returns or account logins are needed. Results appear immediately after you submit.
Your responses are used solely to generate your estimate. K&K does not sell or share your information with third parties. If you choose to book a strategy call, a member of the team will follow up using the contact information you provide. If you do not book a call, your information is not used for follow-up outreach.
No. The calculator produces an estimate based on your inputs and the strategies K&K most commonly applies for clients in similar situations. It is for informational purposes only and does not constitute tax, legal, or investment advice. For advice specific to your circumstances, schedule a complimentary discovery call with the K&K team.
The calculator takes three minutes and returns an estimated savings figure based on your income and situation. Completely free, no commitment required. These are estimates, not guaranteed outcomes.
Important disclosure: The Tax Savings Calculator provides estimates for informational purposes only. Results are based on general tax strategies and your questionnaire inputs, and do not constitute tax, legal, investment, or financial advice. Actual savings will vary based on individual circumstances, applicable law, and strategy implementation. Kotini & Kotini coordinates wealth strategy through credentialed RIA partners who operate in a fiduciary capacity. K&K does not custody assets, execute trades, or make portfolio decisions directly. Legal services are facilitated through partner attorneys. See our full disclosures page for the complete description of the coordination model and partner relationships.
