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Premium Tax Optimization Engine

Cross-Border Tax Command Center

Transform tax planning from a chaotic spring scramble into a proactive, year-round system. Prioritize tax shelter contributions, tax-loss harvesting, and government grants with dollar-for-dollar tax refund estimates.

Private, Local Tax Computation with Zero Data Transmission

Your salary, tax deductions, and investment income never leave your device. All marginal bracket formulas and tax savings calculations run 100% locally in your browser.

Quick Test Scenarios:

Tax Profile & Deductions

🇨🇦 Canadian Tax Shelter Balances

Master the tax rules

Read our comprehensive guide to tax brackets, marginal rates, and capital gains inclusion rules.

Read Tax Fundamentals Guide
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Tax Reduction Waterfall

How each deductible shelter contribution reduces your final income tax liability.

Personalized Tax Action Checklist

Ranked by highest dollar savings impact to ensure maximum tax efficiency.

Critical Tax Calendar Milestones

Key federal contribution deadlines and trade settlement cutoffs throughout the year.

Model your legacy and estate transfer

Simulate deemed disposition at death, probate fees by province, and spousal rollovers with our Estate & Beneficiary Simulator.

Launch Estate Simulator
Educational information and tax planning illustration only. Basic Investor does not provide individualized tax, legal, or accounting advice. Calculations rely on user assumptions and published federal and provincial/state statutory rates. Consult a licensed CPA or tax attorney for complex tax filings.