KB Omni Services
Tax Checkup • Refund Estimator / Tax Liability

Refund Estimator / Tax Liability

Step-by-step federal estimate (quick checkup). We’ll email you a copy and create your contact in our system as Tax Checkup.

1Basics
2Income
3Deductions
4Payments & Credits
5Results

Basics

Pick the year you want to estimate.
Used to apply standard deduction & brackets.
Heads up: This is a simplified federal estimate. Real returns can differ due to adjustments, special income types, and credits.

Income (all sources)

Enter yearly totals (best estimate). Leave blank for $0.

This tool estimates income tax (SE tax not fully modeled).

Deductions & Dependents

Standard deduction uses IRS amounts by year/status.
Used for Child Tax Credit estimate (simplified).
Used for “Credit for Other Dependents” estimate (simplified).

Payments & Credits

These determine refund vs. amount owed.

Example: education credits (varies).
Example: you already know you qualify for a refundable credit.

Your Estimate

Estimate
$0
Total Income$0
Deductions$0
Taxable Income$0
Estimated Fed Income Tax$0
Est. CTC (children)$0
Est. ODC (other deps)$0
Est. Refundable ACTC$0
Total Payments/Credits Applied$0

Email me my results + next steps

KB Omni Services • +1 501-501-7038 • [email protected]