Individual and Families
Tax clarity for the decisions that shape your life
Catalyst Tax Insights Plus and Personal Editions help individuals and families model the tax impact of big financial decisions. Use a few inputs to get instant projections and move forward with confidence.
- Easy-to-use platform
- Instant tax projection results
- Add multiple "What If?" scenarios
- Central location for commonly used financial calculators
Personal Tax Planning
See the impact of your big financial decisions.
Home purchase: How do I fund my down payment?
Capital gains: What additional tax could I owe?
Roth conversion: Is this the year to convert?
Why Personal
Simplicity without the fluff
"Most software is wayyy too fancy and sophisticated with unnecessary fluff. Appreciate the simplicity." That is the focus of the Personal experience.
Clear inputs
Get to meaningful answers quickly without needing complex tax expertise.
Scenario flexibility
Compare "What If?" outcomes to make the right decision for you.
Confidence to act
Use projections to plan ahead and avoid costly surprises.