Individual Taxpayer Guide

Your complete guide to calculating personal tax savings under the Big Beautiful Bill

Quick Start (5 Minutes)

What You Need
  • Last year's tax return or W-2
  • Tip income records
  • Overtime pay information
  • 5 minutes of your time
What You'll Get
  • Your exact tax savings
  • Before/after comparison
  • Personalized breakdown
  • Downloadable results

Major Tax Benefits for You

Tax-Free Tips

All tip income is 100% excluded from federal income tax. If you earn $20,000 in tips, that could save you $4,500+ per year!

Tax-Free Overtime

All overtime pay is 100% excluded from federal income tax. Perfect for healthcare workers, security, manufacturing, and anyone working extra hours.

Enhanced Child Credits

$2,500 per child (vs $2,000 currently) for children under 17. A family with 2 kids gets an extra $1,000 per year!

Enhanced Deductions

Larger standard deductions, senior bonus deductions, and higher SALT caps mean more money in your pocket.

Step-by-Step Instructions

1 Access the Calculator

Go to /Individual or click "Individual Calculator" from the homepage.

2 Enter Basic Information
  • Filing Status: Single, Married Filing Jointly, etc.
  • Annual Income: Your base wages/salary (not including tips or overtime)
  • Age: Important for senior deductions (65+)
  • Children: Number of qualifying children under 17
3 Enter Special Income (Tax-Free!)
  • Tip Income: All cash tips, credit card tips, tip pools
  • Overtime Income: All pay at time-and-a-half or double-time rates
Pro Tip: Don't include tips and overtime in your base income - they're completely tax-free!
4 Additional Income & Deductions
  • Business Income: Self-employment income (eligible for 23% QBI deduction)
  • SALT Paid: State and local taxes (deductible up to $30,000)
5 Review Your Results

See your tax savings, effective rate, and detailed breakdown. Save or print your results!

Common Scenarios

Restaurant Server
  • Base pay: $25,000
  • Tips: $18,000
  • Savings: ~$4,200/year
Try Example
Working Family
  • Income: $80,000
  • Children: 2
  • Savings: ~$2,300/year
Try Example
Overtime Worker
  • Base pay: $50,000
  • Overtime: $15,000
  • Savings: ~$3,800/year
Calculate Yours

Frequently Asked Questions

All tips are tax-free under the Big Beautiful Bill: cash tips, credit card tips, tip pools, service charges, and automatic gratuities.

Overtime is any work over 40 hours per week paid at time-and-a-half (1.5x) or double-time (2x) rates. All of this premium pay is tax-free.

The Big Beautiful Bill became law and its provisions are effective for tax years 2025-2028, with some benefits extending beyond 2028.