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Tax Assistant

2026 Tax Year Filing

Hi! I'm your tax assistant. I'll help you prepare your tax return, maximize deductions, and estimate your refund. Let's start with your income information.
9:00 AM
U
I earned $85,000 in salary this year. I'm filing as single.
9:01 AM
Great! Here's your preliminary tax calculation:

Tax Estimate

Based on current information

$1,850
Est. Refund
Total Income$85,000
Standard Deduction-$14,600
Taxable Income$70,400
Estimated Tax$12,244
Effective Rate14.4%
9:01 AM
U
I also donated $3,500 to charity and paid $12,000 in mortgage interest. Can I deduct those?
9:03 AM
Yes! Let me check your deduction eligibility:

Charitable Contributions

Cash donations to qualified organizations

Eligible
$3,500 deduction
Required Documentation
Donation receipts
Form 1098-C (if over $500)
Bank statements
9:03 AM
Here's what you still need to provide:

Document Checklist

40% complete

W-2 Form

Wage and tax statement from employer

1099-INT

Interest income from bank accounts

Mortgage Interest Statement (1098)

Required

From your mortgage lender

Charitable Donation Receipts

Required

For all contributions over $250

State Tax Return (Prior Year)

For state tax deduction

Upload all required documents to finalize your tax return
9:04 AM