Financial Toolbox
The tax estimator you’ve been looking for.
Pay the taxes you owe, not more. Level Financial Toolbox connects with your bank accounts and gives you the tools you need to proactively track expenses you can write off your taxes. Toolbox also automatically calculates your estimated taxes for you.
Automated Write Off Finder
Link your financial accounts and Level will identify potential business expenses you can write-off on your self-employment taxes.
1099 Tax Estimator
Level takes into account your full financial profile to estimate your quarterly and yearly tax bills, so you’ll always know where you stand.
Tax Savings Account
“Set and forget" your taxes by choosing a percentage to automatically save into a Tax Savings Account. You'll have full access to the account, so don't sweat it if you need to draw from it to cover an unexpected expense.
Automated Tax Form Generator
Come tax season, Level will pre fill your Schedule C to make filing your self employment taxes a breeze.
Comprehensive Financial Reports
Generate reports that summarize your finances for each of your businesses, so that you can make more informed decisions on how to earn.
Frequently Asked Questions
Learn more about how Level can help you be more successful.
Our tax features are designed for any business owner that operates through a pass-through entity (sole proprietor, LLC, LLP, or S Corp) and will file taxes as part of an individual income tax return. Our bookkeeping features and Tax Savings Account may be used by any type of business. If you have questions about your specific situation, please contact our Customer Success team at success@levelgoals.com.
You can find more information about self-employment taxes at our free tax guide, available here.
Note: This resource is for informational purposes only and should not be construed as financial or tax advice (or a substitute for obtaining such advice), or for the purpose of avoiding U.S. Federal, State, or Local tax payments and penalties.
Level’s Financial Toolbox can save you money in two ways. First, Level’s write-off tracker and deduction finder allows you to find tax deductions that will reduce your tax liability. Second, the bookkeeping and tax savings tools in Level’s Financial Toolbox help you save for and quarterly tax payments, which will help you avoid unexpected tax bills and IRS penalties at the end of the year.
Nathan M.
Level Customer since 2021
Ray W.
Level Customer since 2020
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