Worth Shield Financial Services

Your Complete Tax Resource Center

Tools, guides, and expert insights to help you save on taxes and build wealth.

2026 Tax Reminder: Q2 estimated tax payment due June 15, 2026. New this year: 401(k) limit is $24,500, IRA limit is $7,500, and bronze health plans are now HSA-eligible. Review your withholding now.

Tax Resources & Tools

Featured Tax Calculators

Interactive tools to estimate your taxes and optimize your financial strategy

FEATURED CALCULATOR

2025-2026 Tax Impact Calculator (OBBBA)

Compare your tax under the One Big Beautiful Bill Act - see exactly how much you save

2025 vs 2026OBBBA provisionsNew deductions
Calculate Tax Savings →
FEATURED CALCULATOR

Standard vs Itemized Deduction

Determine whether to take the standard deduction or itemize for maximum tax savings

OBBBA 2025All deductionsClear result
Compare Deductions →

More Tax Calculators

5× Charitable Tax Savings Calculator

Calculate federal and Virginia tax savings with a 5× charitable deduction vehicle

5× charitable multiplier
Federal & VA tax savings
Effective savings rate

Income Tax Estimator

Calculate your federal and state income tax liability for 2024-2025

Federal & state calculations
All filing statuses
Real-time estimates

Withholding Calculator

Optimize your W-4 withholdings to avoid surprises at tax time

Paycheck analysis
Multiple jobs support
Refund optimization

Capital Gains Tax Calculator

Estimate taxes on your investment gains and losses

Short & long-term gains
Tax loss harvesting
Net investment income

Estate Tax Estimator

Plan for estate taxes and understand exemptions

Federal exemptions
State estate taxes
Gift tax planning

Retirement Contributions Optimizer

Maximize tax benefits from 401(k), IRA, and HSA contributions

401(k) & IRA limits
Tax savings calculator
Roth vs Traditional

College Tax Credit Estimator

Calculate education tax credits (AOTC & Lifetime Learning)

AOTC eligibility
Lifetime Learning Credit
529 plan benefits

Need Professional Tax Assistance?

Our tax professionals are ready to help you navigate complex tax situations and maximize your savings.