How do I fund my down payment?
Purchasing a Home
Financial Decisions, Simplified
The goal of Catalyst Tax Insights is to provide tax clarity for life's big decisions
- Easy-to-use platform
- Instant tax projection results
- Add and edit multiple scenarios
- Central location for commonly used financial calculators
With just a few inputs, optimize financial decision-making by turning tax complexity into clarity.
Video walkthroughs
See Catalyst Tax Insights in action
What additional tax could I owe?
Estimating Capital Gains
Is this the year to convert?
Roth Conversion Viability
Success Stories
What users are saying about Catalyst Tax Insights
"Clients love being able to visualize the tax impact of their decisions before they pull the trigger, and Catalyst is the perfect tool to bridge the gap between the complex world of tax and the average taxpayer."
Read the Full Story →"I was blown away. Catalyst turned our routine tax projection into $2,062 back into my client's pocket."
Read the Full Story →"It helps me spend less time wrestling with software and more time doing what I should be doing - advising clients, solving problems, and helping them make data-supported financial decisions."
Read the Full Story →"I need it to give me reliable numbers in a frictionless fashion and that's what Catalyst does. I can give my clients quick responses and deliver work faster to my boss."
Read the Full Story →"Clients feel empowered to make informed decisions, and I can continue delivering great service without getting buried in projections that don't make sense for either of us."
Read the Full Story →"It matches the output on a few other tools that I use, but with a much cleaner interface."
- Mark, Catalyst Personal User