Professional
Tax Resources.
Validated.

Free calculators, validators, and reference guides. Every position backed by a specific IRC section, Treasury regulation, or primary authority.

NY & FL CPA IRS Enrolled Agent MST · EY · PwC Licensed & Insured
No position
without a source.
Every IRC section cited.
Built to
practice standards.
Research-backed guidance. Educational resource (not professional audit or assurance service).
Always free.
A free resource extended to our community by tk.cpa.
Every tool
Cites the specific IRC section or Treasury regulation behind every result. No black boxes.
Built by
A licensed CPA and IRS Enrolled Agent. NY & FL Licensed. Big Four background.
Always
Free. No account. No paywall. No advertising. A pro bono contribution by tk.cpa.
Curated External Links
Vetted Resources
IRS tools · Primary law · State authorities · International tax · Big Four reference databases
View All Resources →
300+ Resources

Browse by Topic

Eight practitioner-aligned domains. Each hub links every guide, calculator, and reference for that area, with primary authority citations on every page.

Individual Tax
Individual Tax
Filing status, AMT, EITC, CTC, kiddie tax, credits and deductions, NOL, hobby loss, capital loss, student loan interest.
25+ resources
Business & Entity
Business & Entity
Entity selection, S-corp, partnership, QBI §199A, depreciation, §179, OBBBA bonus, accounting methods, §481(a), Form 3115.
25+ resources
Real Estate
Real Estate
1031 exchanges, FIRPTA, cost segregation, depreciation recapture, passive activity loss, real estate professional, STR rules.
20+ resources
International Tax
International & Cross-Border
FBAR, FATCA, Forms 5471, 5472, 3520, 8938, dual-status, treaty positions, FEIE, FTC, expatriation, NCTI/FDDEI.
40+ resources
Retirement & Savings
Retirement & Savings
IRAs, Roth, 401(k), backdoor Roth, RMDs, HSA, FSA, 529, SEP/SIMPLE, NQDC, Form 5329, retirement saver credit.
10+ resources
Investments & Capital
Investments & Capital
Capital gains, NIIT, QSBS §1202, wash sale, qualified dividends, RSU/ESPP/ISO, crypto, Section 1256, K-1 reporting.
10+ resources
Estate & Gifts
Estate & Gifts
Lifetime exemption, portability, GST, GRAT/CRT, ILIT, SLAT, step-up basis, Form 706, Form 709, marital deduction.
8+ resources
State & Compliance
State & Compliance
State residency, multistate apportionment, P.L. 86-272, sales tax nexus, SaaS economic nexus, convenience-of-employer.
15+ resources
Most-Used Tools
View all calculators →
Calculator
Substantial Presence Test
IRC §7701(b)(3) · Treas. Reg. 301.7701(b)
Tool
FBAR & Form 8938 Checker
31 USC §5314 · IRC §6038D
Calculator
Foreign Earned Income Exclusion
IRC §911 · Form 2555
Calculator
Section 179 + Bonus Depreciation
IRC §179 · IRC §168(k)
Calculator
Required Minimum Distribution
IRC §401(a)(9) · Pub. 590-B
Calculator
Roth Conversion Analyzer
IRC §408A · IRC §72(t)

Licensed, Certified & Insured


NY CPA
NY State Education Dept
Licensed since 2012
✓ ACTIVE
FL CPA
Florida DBPR
Licensed since 2022
✓ ACTIVE
IRS EA
IRS Office of Enrollment
Enrolled since 2009
✓ ACTIVE
ERO
IRS Authorized e-File Provider
ITIN Acceptance Agent
✓ ACTIVE
Education
Master of Science in Taxation
Zicklin School of Business, Baruch College (CUNY)  ·  2011
Experience
Ernst & Young  ·  PricewaterhouseCoopers
~10 years  ·  Public company & multinational enterprise tax
AICPA CGMA ACCA CertIFRS TEI CTP IIA CFSA ✓ Licensed & Insured

What Validated Means

Most tax resources give you an answer. CPA Validated gives you the answer and the source - the specific IRC section, Treasury regulation, Revenue Ruling, or primary authority that backs it. Every time.

That is the standard applied at Big Four firms and in rigorous tax practice. It is the only standard that holds up when the answer is challenged. This site applies that standard to free public resources.

A tk.cpa resource. Built and personally validated by a licensed CPA and Enrolled Agent with active licenses in New York and Florida, IRS Enrolled Agent status, and a Master of Science in Taxation.

Validated
Every result traced to primary authority - the IRC section or Treasury regulation that justifies it.
Current
Tools and guides reviewed and updated annually. Thresholds, rates, and law updated when rules change.
Free
No paywall. No subscription. No account required. These resources are a public good from a professional practice.
tk.cpa AI Lab

Building guardrails for AI in tax.

A pro bono project creating practitioner-validated tax content so AI systems have a cited anchor for US tax research.

Our Mission →
tk.cpa AI Lab
Mission Privacy tk.cpa
Nothing on this page constitutes legal, tax, accounting, or professional advice, and no professional relationship is created by your use of this website. CPA Validated is an educational website for information purposes only. Information should be verified against current primary authority, including the Internal Revenue Code, Treasury regulations, IRS guidance, and applicable state or local law, before being relied upon or acted on. Calculator outputs are estimates only and may be incomplete or inaccurate depending on the facts, assumptions, and inputs used. CPA Inc. and tk.cpa disclaim liability to the fullest extent permitted by law. Full disclaimer: cpavalidated.com/disclaimer.html