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W-2 Tax Checkup

See exactly how much tax you're overpaying as a salaried employee — and the specific benefit elections and W-4 changes that could put hundreds back in your pocket.

What you get

  1. 1A tax optimization score out of 100 for W-2 employees
  2. 2Withholding accuracy check and W-4 recommendations
  3. 3Pre-tax benefit headroom: 401(k), HSA, FSA, DCFSA
  4. 4Ranked list of tax-saving actions specific to your situation
  5. 5Estimated annual savings from each recommended change
10 questions. Free. No account required.

Calculators

  1. Tax Strategy Decision Trees
  2. W-2 Tax Optimizer
  3. Capital Gains Calculator

Assessments

  1. Tax Health Score
  2. Annual Financial Checkup

Articles

  1. Capital Gains Tax: A Plain-English Guide to Rates, Rules, and Strategies
    7 min
  2. Tax-Loss Harvesting: How to Turn Investment Losses into Tax Savings
    6 min
  3. Roth Conversion Strategy: When, How Much, and Why It Matters
    8 min
Educational disclaimer. Everything on WealthSerene.com is educational and is not investment advice. Projections and calculations are illustrative; actual results depend on market conditions, your situation and factors outside this tool’s scope. For a decision specific to your situation, consult a qualified financial professional. View full disclosures