Tools
Small, private utilities for tax work.
Each tool is a self-contained page that runs in your browser. No account, no upload, no server holding your client's data. More are in development.
Roth Conversion Calculator
Nalepa Labs Accounting Tool
Drop in a client's prior-year 1040 PDF and the calculator reads the income and deduction lines and models the Roth conversion — brackets, IRMAA, and net investment income tax. The PDF is parsed on your own machine and never leaves it.
More single-purpose tools in development.