What TaxHomeBase Does
- Protects your stipends — Monitors your tax home status, visit frequency, and documentation to make sure you meet IRS requirements
- Tracks multi-state income — Automatically allocates income across states from your assignments and identifies filing requirements
- Estimates your taxes — Calculates federal, state, and self-employment tax with W-2 and 1099 support
- Manages expenses and mileage — Logs deductible expenses with receipt scanning and IRS-compliant mileage tracking
- Compares contracts — Side-by-side comparison with real tax impact and local cost-of-living data
- Exports audit-ready packages — PDF tax packages, CSV exports, and an audit defense checklist scored against 11 IRS criteria
Get Started
Quickstart
Set up your account in 5 steps
Tax Home Guide
Understand and maintain your tax home
API Reference
Integrate with the TaxHomeBase API
Feature Overview
Free Plan
Every user gets access to core tracking features:- Assignment management with contract scanning
- Expense tracking with receipt OCR
- Mileage logging with IRS rates
- Tax home setup and compliance monitoring
- Credential tracking with expiry alerts
- Notification system with 10 alert types
Pro Plan
Unlock advanced tax intelligence:- Federal and state tax estimates
- Multi-state income breakdown with reciprocity detection
- Contract comparison with FMR-based cost of living
- Audit-ready export packages (PDF, CSV, ZIP)
- Quarterly estimated payment tracking
- Social Security impact projection
Compare Plans
See the full Free vs Pro comparison