Financial Toolbox

Don’t miss a tax write-off.

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.

I own a registered business. Is Financial Toolbox for me?

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.

What are my tax responsibilities as a self employed individual?

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.

How does Level save me money on my taxes?

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.

“Level allowed me to purchase needed equipment for the expansion of my handyman business. It has been straightforward, the process simple, and the customer service excellent. Thanks, Level!”

Nathan M.

Level Customer since 2021

"Level’s service is great; simple and straight to the point. I was able to add equipment to my business and have already recommended Level to a few friends."

Ray W.

Level Customer since 2020

Financial Toolbox

Pricing

Financial Toolbox
Includes desktop version. Mobile coming soon.
$12/mo
Streamline income and expense tracking
Find and track tax write-offs
Access financial reports
Estimate self-employment taxes
Set up automatic tax savings
Level tax calculations are estimates and are not actual amounts owed. Estimates are provided 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.
2022 Relume. All right reserved.  Level Technology is a financial technology company and is not a bank. Banking services provided by Piermont Bank; Member FDIC. The Level Technology Visa® Debit Card is issued by Piermont pursuant to a license from Visa U.S.A. Inc. and may be used everywhere Visa debit cards are accepted. Cash advances are provided by Level Technology, not Piermont Bank