Best Personal Tax Planning Tool Apps

173+ iOS apps curated and reviewed

4.5 avg rating
20 free apps
Updated June 2026

Looking for free personal tax planning tool apps? 20 of our 173+ tracked titles are free to download โ€” no subscription, no trial. The rest are premium picks worth paying for.

Top Picks for Personal Tax Planning Tool

MyBlock: Tax Docs & Refund#1

MyBlock: Tax Docs & Refund by HRB Tax Group, Inc.

Editor's Choice
๐Ÿ’ฐ Finance
4.6๐Ÿ˜ž(58K ratings)
Free
MyBlock: Tax Docs & Refund screenshot 1
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MyBlock: Tax Docs & Refund screenshot 5
MyBlock: Tax Docs & Refund screenshot 6

"Manage your finances seamlessly with our redesigned app, offering convenient features for tracking expenses and processing refunds. Streamline your financial tasks with ease today!"

What We Love

  • ๐Ÿ‘ Helpful tax professionals
  • ๐Ÿš€ Fast tax filing process
  • ๐Ÿ’ฐ Increased tax refund amounts

Room to Improve

  • ๐Ÿ› Buggy mobile app experience
  • ๐Ÿ•ฐ๏ธ Frustrating login/authentication issues
  • ๐Ÿ’ธ Deceptive pricing/upselling tactics
TurboTax: File Your Tax Return#2

TurboTax: File Your Tax Return by Intuit Inc.

E-file Taxes & Get Your Refund
Strong Contender
๐Ÿ’ฐ Finance
4.8๐Ÿ˜ž(939K ratings)
FreeAds
TurboTax: File Your Tax Return screenshot 1
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TurboTax: File Your Tax Return screenshot 6

Get your taxes done faster and easier with our app. Simply input your financial information, and let our software take care of the rest. Say goodbye to tax season stress - file with us now!

What We Love

  • ๐Ÿš€ Easy to use
  • ๐Ÿ‘ Helpful guidance
  • ๐Ÿ’ก Useful features like photo import
  • ๐Ÿš€ Fast processing

Room to Improve

  • ๐Ÿ’ฐ Unexpected fees and charges
  • ๐Ÿ› Technical issues and bugs
  • ๐Ÿ‘Ž Poor customer support
TaxCaddy#3

TaxCaddy by Thomson Reuters

Simplify tax time
Worth Considering
๐Ÿ’ฐ Finance
4.5๐Ÿ˜ž(8.5K ratings)
Free
TaxCaddy screenshot 1
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An application that simplifies tax preparation by automatically gathering and securely storing tax documents, allowing easy collaboration with your tax professional, and enabling electronic document signing from any device. Say goodbye to office visits and paper organizers - streamline your tax process with ease and security.

What We Love

  • ๐Ÿš€ Easy to use
  • ๐Ÿš€ Convenient document upload
  • ๐Ÿš€ Helpful for tax preparation
  • ๐Ÿ‘ Organized and intuitive interface

Room to Improve

  • ๐Ÿ› Buggy and unreliable
  • ๐Ÿ‘Ž Poor customer support
  • ๐Ÿ‘Ž Difficult to navigate

More Personal Tax Planning Tool apps to explore

4
Keeper: Tax Filing & Expenses
Keeper: Tax Filing & Expenses
Keeper: Tax Filing & Expenses
Powered by AI
Free

An innovative app designed to streamline tax filing processes for individuals and businesses, ensuring accuracy and efficiency. Easily manage and submit tax documents with this user-friendly tool, simplifying your financial obligations.

๐Ÿ’ฐ Finance
(13K)
5
Income Tax Calculator: TaxMode
Income Tax Calculator: TaxMode
Income Tax Calculator: TaxMode
Tax planner for USA income tax
Free

A powerful income tax planning app for the USA that stays updated with the latest tax laws and includes detailed calculations for tax years 2023 and 2024. Take control of your taxes easily and plan ahead with TaxMode!

๐Ÿ’ฐ Finance
(309)
6
Buddy: Money & Budget Planner
Buddy: Money & Budget Planner
Buddy: Money & Budget Planner
Money Manager & Tracker
Free

Manage your finances efficiently with our intuitive budget planner app. Track expenses, set savings goals, and stay on top of your financial health easily. Take control of your money today!

๐Ÿ’ฐ Finance
(19)
7
TaxSlayer: File your taxes
TaxSlayer: File your taxes
TaxSlayer: File your taxes
Max refund + 100% accuracy
Free

A tax filing application that offers step-by-step instructions, a 100% accuracy guarantee, and various filing options, accessible from any device. Features include year-over-year comparisons, easy data upload, maximum refund guarantee, unlimited support, and secure filing. Start for free with TaxSlayer Simply Free or choose TaxSlayer Classic for more deductions and education tax breaks.

๐Ÿ’ฐ Finance
(19K)
8
Taxfyle: Income Tax Calculator
Taxfyle: Income Tax Calculator
Taxfyle: Income Tax Calculator
Easily Estimate Your Taxes
Free

This income tax calculator helps estimate your tax refund or liability, taking into account various income sources and deductions, to ensure you pay the least amount in taxes. Try it out today and get connected with a licensed tax professional for personalized tax preparation assistance.

๐Ÿ’ฐ Finance
(98)
9
Paycheck Calculator US - Pay44
Paycheck Calculator US - Pay44
Paycheck Calculator US - Pay44
Take Home Pay & Tax Estimator
Free

An intuitive Paycheck Calculator app that quickly computes net income after taxes, allows customization for deductions like 401k, HSA, and bonuses, and offers real-time calculations for different pay periods. Easily plan your finances and see how much you'll take home each paycheck. Try it out now to manage your money better!

๐Ÿ’ฐ Finance
(0)
10
Sales Tax Calculator - Tax Me
Sales Tax Calculator - Tax Me
Sales Tax Calculator - Tax Me
Mobile Shopping Price Calc App
Free

A reliable and user-friendly sales tax calculator that allows you to save multiple tax rates and comes with a built-in arithmetic calculator. For advanced features like Log Mode and Reverse Tax Calculation, check out Tax Me Pro. Email support available at support@tardentapps.com.

๐Ÿ’ฐ Finance
(5.2K)
11
Liberty Tax
Liberty Tax
Liberty Tax
by Liberty Tax Service
Free

An app that puts Liberty Tax resources in your hands - schedule appointments, start tax returns, upload documents, access tools like the Tax Estimator, view past returns, track return status, and manage your return balance all in one place. Get organized and stay informed with Liberty Tax on-the-go!

๐Ÿ’ฐ Finance
(146)
12
Lunafi - 1099 Tax Write-offs
Lunafi - 1099 Tax Write-offs
Lunafi - 1099 Tax Write-offs
Expenses, Taxes & Invoices
Free

Track your expenses and maximize tax deductions effortlessly with this app. Simplify the process of claiming 1099 tax write-offs today.

๐Ÿ’ฐ Finance
(132)
13
Smart Receipts: Expenses & Tax
Smart Receipts: Expenses & Tax
Smart Receipts: Expenses & Tax
Receipt Scanner, Tracker
Free

Track and manage expenses effortlessly with our intuitive app. Simply scan receipts, categorize expenses, and generate insightful reports for better financial management. Try it now to streamline your expense tracking process.

๐Ÿ’ฐ Finance
(13K)
14
Business Tax | Prep & Plan | by Accounting Play
Business Tax | Prep & Plan | by Accounting Play
Business Tax | Prep & Plan | by Accounting Play
by TSAPlay, LLC
Free

Learn taxes with various resources, focusing on contractors, freelancers, and sole proprietors, to empower entrepreneurship and maximize deductions. Dive into basics, business planning, and specialized chapters to master the language of tax and boost your business strategy.

๐Ÿ’ผ Business
(15)
15
Simple Tax Calculator
Simple Tax Calculator
Simple Tax Calculator
by CloudTax Inc.
Free
๐Ÿ’ฐ Finance
(0)
16
IRS2Go: Tax Calculator
IRS2Go: Tax Calculator
IRS2Go: Tax Calculator
Tax Tracker, Income & Expense
Free

This essential finance tool helps you track income, expenses, and tax obligations, ensuring accurate and up-to-date tax filings. With features like customizable categorization, transaction editing, and expert tax guidance, you can confidently manage your finances and maximize your tax benefits, start managing your taxes effectively today!

๐Ÿ’ผ Business
(231)
17
TaxesToGo
TaxesToGo
TaxesToGo
by Rhodes Computer Services LLC
Free
๐Ÿ’ผ Business
(262)
18
HK Salaries Tax Calculator
HK Salaries Tax Calculator
HK Salaries Tax Calculator
HK Income Tax Calculator
Free

This application helps individuals and couples calculate their income tax and find the best saving options for personal assessment in Hong Kong. It allows users to easily file their tax returns, receive optimal tax saving advice, and export computation results, supporting multiple languages and various tax types.

๐Ÿ’ฐ Finance
(10)
19
HMRC
HMRC
HMRC
Your tax, benefits & savings
Free

HMRC is a comprehensive financial management tool that provides users with the ability to track their taxes, benefits, and other financial information in one convenient app. Stay organized, monitor your finances, and plan for the future with HMRC.

๐Ÿ’ฐ Finance
(235K)
20
Taxfyle: Taxes Done For You
Taxfyle: Taxes Done For You
Taxfyle: Taxes Done For You
Licensed tax professionals
Free

Get your taxes done hassle-free with a licensed tax professional using an app that securely matches you with experts based on your tax position. Easily upload documents, communicate with your tax pro, and access your files year-round. Whether you're a homeowner, freelancer, business owner, or investor, Taxfyle simplifies tax filing for you.

๐Ÿ’ฐ Finance
(653)