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 on a 100-point weighted scale
Get Started
Quickstart
Set up your account in 5 steps
Tax Home Guide
Understand and maintain your tax home
Visual Tour
See every feature in action
Feature Overview
Free Plan
Core tracking for every user:- Assignment management with timeline view and location tracker
- Expense tracking with CSV import and monthly reports
- Mileage logging with IRS rates
- Tax home setup and visit tracking
- Credential and income document management
- Audit readiness score (numeric — 0 to 100)
Pro Plan
Full compliance suite (14-day free trial included):- Federal and state tax estimates with multi-state filing guide
- 100-point weighted audit readiness breakdown
- Tax home strength indicator and cost-benefit analysis
- Compliance alerts with email digest
- AI scanning (contracts, receipts, pay stubs)
- Stipend Defense Check and assignment profitability
- Contract comparison with FMR cost of living
- Audit-ready export packages (PDF, CSV, ZIP)
- Distance check, interactive map, Audit Vault
- Social Security impact projection
Compare Plans
See the full Free vs Pro comparison