Essentials
Free
The full Essentials toolkit — free forever.
- Quick Estimate
- ✓Three inputs, instant results
- ✓No-OZ vs OZ 1.0 vs OZ 2.0 side-by-side
- ✓Personalized tax profile applied
- ✓After-tax IRR, equity multiple, tax savings
- OZ 2.0 Eligibility Map
- ✓All 25,332 official OZ 2.0 eligible tracts (Rev Proc 2026-14)
- ✓Rural (30% QROF) vs urban eligibility
- ✓Search by city, state, or ZIP
- 2026 Gain Recognition Calculator
- ✓Step-up eligibility by investment date
- ✓Full tax breakdown (Fed LTCG + NIIT + state)
- ✓CPA-ready branded report export